Weekend Content for New Planners

Weekend Content for New Financial Planners (December 5-6, 2020)

“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.

Financial planning professor and blogger Mary Carlson talks about her winding journey through the industry, the key question she asked to open job opportunities early on, being willing to make changes to find your fit (while not burning bridges), and more: [Podcast]:

“I knew pretty early on that I wanted to be both a career woman and a mother. That has always been really important and near and dear to my heart. I led kind of a winding path through my undergrad starting as a business finance major and ended up in political science. I spent a semester at Texas Tech and found the financial planning program and just fell in love with it and thought this is exactly what I wanted to do. So I went back and quickly got my degree in political science from BYU and then ended up at Texas Tech getting my Masters in Financial Planning. I remember being in the program at the time and thinking ‘I need to do something that I can balance both a career and a family.’ And how it was going to all work out I had no idea but I knew that financial planning has the ability to be flexible. And even more so I would say today with Covid and everything we’ve gone through, it’s becoming more and more flexible where you can work from anywhere in the world. You can work the hours you want to work and how you want to work. It just really has a lot of flexibility to it.”

EP #11: Finding Your True Passion In Financial Planning With Mary Carlson (Caleb Brown, New Planner Recruiting)

Financial planning author and New York Times columnist Carl Richards on 3 mindset shifts and 7 principles for an optimal prospect meeting: [Twitter thread]:

Click for thread.

How To Have An Amazing First Meeting (Carl Richards, The Behavior Gap)

The importance of gathering client feedback and a variety of approaches [Article]:

“If your clients are not satisfied, they won’t stick around. There are plenty of other financial professionals they can choose to work with instead. All too often, advisors are blindsided to discover that a client wants to part ways. In some cases, they may assume no news is good news. Other times, they may mistake politeness or congenial interactions for client satisfaction. You need to ask and find out how the client really feels about you and your services. You may be surprised – hopefully, pleasantly so – by what you discover.”

How To Gather Client Feedback (Crystal Butler, Advisor Perspectives)

New financial education online forum offers lead-generation opportunity [Article]:

“For the right advisor it could be a perfect fit: advisors can dispense their financial know-how in forums filled with curious users, while receiving their own profile pages to park a biography, a link to their website and even a meeting scheduling portal, via services like Calendly. For now, the service is free to financial professionals, who are vetted by Finny’s co-founders, Chihee Kim and Milan Kovacevic.”

Finny Holds Lead-Gen Potential (Samuel Steinberger, WealthManagement.com)

Tactics for politely declining a Zoom call [Article]:

“December means a lot of things—the holidays, end-of-year wrap-ups, and, this year: intense Zoom fatigue. After almost nine months of meetings, happy hours, and even conferences, you’re not alone if you’re dreading another packed day of back-to-back video calls.”

How To Professionally Decline An Unnecessary Zoom Meeting (Lindsay Tigar, Fast Company)

What topic resonated with you? Comment below!

Follow me on social media for the latest updates:

Leave a Reply

Your email address will not be published. Required fields are marked *