Weekend Content for New Planners

Weekend Content for New Financial Planners (December 3-4, 2022)

“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more.

As financial planners, we’re often focused on the future; Stephanie Bogan shares “The Line Exercise” to help us be more present both at work and away from the office [Video]:

Being Present With Matt Reiner And Stephanie Bogan [Matt Reiner, Bridging The Gap]

Freedom Day Solutions financial advisor Jackson Wood shares the rules behind his successful social media marketing strategy, the platforms he’s focusing on in 2023, and more [Podcast]:

“With Instagram, it’s a lot different. Because sometimes I record it at home with my kids or in the backyard playing baseball with them. We’ll take a five-minute break and record that. So, it’s much more raw and unedited. It does give the viewer kind of a glimpse into my life. I think they know my kids, I’m very public about who they are and the life that we live.

So, tying the two together, I think anybody that views it gets to know who I am and what my life is like. And then when they listen to the podcast and read our blogs, they know what it is we do professionally. It’s done wonders for building relationships and new prospects and new partners coming into the firm.”

Jackson Wood On Creating Personal, Meaningful Marketing Opportunities [Mark Bruno, RIA Edge Podcast]

How to handle difficult client conversations [Video]:

3 Tips On Handling Awkward Moments In Client Meetings [Caleb Brown, New Planner Recruiting]

Whether you’re studying for the CFP® exam or for licensing, approaches to beat test-taking anxiety [Article]:

“Research shows that anxiety can lower our working memory capacity by introducing distracting thoughts. This mental bandwidth is essential for cognitive performance and is one reason why research shows a low level of general arousal is better for complex tasks.

Unfortunately, it’s difficult to simply wish away our anxieties. Just because you know you’d perform better without the stress doesn’t mean you can will yourself to relax during exam time.”

How To Approach Any Exam With Confidence [Scott Young, ScottHYoung.com]

Why “The Illusion of Continuity” makes planning your long-term goals problematic and 3 ways to mitigate [Video]:

You Don’t Actually Know What Your Future Self Wants [Shankar Vedantam, TED]

Which was your favorite takeaway? Comment below!

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