Weekend Content for New Planners

Weekend Content for New Financial Planners (February 11-12, 2023)

“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.

Head of StoryBrand Dr. J.J. Peterson shares an overview of the “StoryBrand” marketing messaging framework and explains the importance of “narrative transformation” for prospective clients to take action [Podcast]:

“When I brought the StoryBrand framework to them they were like ‘Holy cow, this is a simplified version of everything we’ve been trying to do and teach.’ That’s what drew me to it. It blew me away and it blew them away. So, the StoryBrand framework is basically ‘How does story work?’ What are the seven elements in its most simplest form in every good story?”

The Secrets of Story in Marketing [April Sunshine Hawkins, Marketing Made Simple]

ONYX Advisor Network co-founders Dasarte Yarnway and Emlen-Miles Mattingly on all of the benefits for clients (and advisors) of creating a Client Service Calendar, as well as advice on accelerating growth and momentum [Podcast]:

“How do you increase retention? How do you increase value? How do you increase impact?…I’ve been thinking about how I want to run my business to 1.) continue being accountable to myself, but 2.) to do those things: impact, be proactive, and show my clients that I’m here to serve.”

Why A Client Service Calendar Is Important [Emlen-Miles Mattingly & Dasarte Yarnway, Allies Of The Industry]

Penny Phillips shares 3 commonalities among the fastest-growing advisors [Video]:

How To Drum up New Business [Penny Phillips, Practice Management With Penny]

A reminder that some things aren’t worth waiting for [Article]:

“But a lot can happen between today and the day you start living.

Your health will inevitably decline.

Your kids will have their own lives.

Sadly (and also mentioned in Kris’ post), you’ll probably lose a friend or three.

Because we forget:

Tomorrow is not guaranteed.”

Are You Living The “Deferred Life Plan?” [Khe Hy, RadReads]

Which was your favorite takeaway? 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Your email address will not be published.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 *