Weekend Content for New Planners

Weekend Content for New Financial Planners (December 4-5, 2021)

“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.

In a wide-ranging interview Tyrone Ross Jr. discusses [Video or Podcast]:

  • the challenges he’s overcome in his career and personal life
  • why he thinks the majority of advisors should not be allocating toward crypto assets yet
  • how to streamline prep for media interviews and presentations

“If you know your audience well, and I don’t mean, ‘Oh, I’m addressing retirees,’ or ‘I’m addressing college, students.’ That’s not enough. If I know my audience well enough, I know them so well, and they don’t know what I’m going to say. So now, I have the ability to be nimble in my presentation. If I know them so well, I kind of know what they’re going to ask. I’ve looked at the demographics. I kind of looked at the duration of when I’m going to talk. So there are so many ancillary things that if you study and get smart on now and I walk into the presentation, I go ‘Ask me anything.'”

Tyrone Ross, Jr.: How He Is Using His Leadership Platform To Educate, Inspire And Provide A Voice For The Voiceless [Suzanne Siracuse, The Big Reveal]

Justin Castelli recaps some of the principles behind James Clears’ book Atomic Habits and shares his own spin on how mindset shapes results [Podcast]:

“On that podcast, we were talking about behaviors because Atomic Habits is just about that. How do you build good habits and behaviors that come into it? And he talked about the way that we frame things. The way that we say things. So instead of saying ‘I’m giving up sugar,’ you say, ‘I don’t eat sugar.’  Or if you want to go to bed earlier, it’s not ‘I’m trying to go to bed earlier and get more sleep.’ It’s ‘I go to bed early.’ It’s embodying that in the words that you say that eventually, you become to own that.”

Your Pursuit Is Not Linear [Justin Castelli, All About Your Benjamins]

As we head into the new year, 2022 goals might be on your mind. An interesting perspective from Michael Kitces and thread from Patrick O’Shaughnessy:

How to leverage Google reviews and testimonials for referrals [Video]:

“When you say it, it’s marketing. When your clients say it, it’s social proof.”

An Easier Way For Financial Advisors To Get Referrals: Google Reviews & Testimonials | SEC Ad Rule [Samantha Russell, Twenty Over Ten]

Seth Godin shares his thoughts on “feeling rich” [Blog Post]:

“Two people with precisely the same resources and options might answer the question of ‘rich’ completely differently. Because money is a story.”

Do You Feel Rich? [Seth Godin, Seth’s Blog]

Which piece of content did you like? Comment below!

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