Weekend Content for New Planners

Weekend Content for New Financial Planners (February 12-13, 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.

Ric Edelman and Steve Sanduski on how to future-proof your practice in light of exponential technologies, increasing longevity, blockchain, and more [Podcast or Video]:

“The medical scientists, technologists, physicists, and researchers are all showing us that we are not only living longer than ever, the life expectancy now is about age 88, but life expectancy is growing. We’re adding about a month a year to our life expectancy. By 2035, we’ll be adding a year a year, which means every year you’re alive you can expect to live another year. This has profound implications for society, broadly, as well as us individually.

So, we need to reevaluate the advice we’re giving our clients in terms of when are they going to retire: are they going to retire cold turkey, meaning, they leave that career and they go to zero earned income, or do they get a side gig and work part-time making 10 or 15 grand a year for the first five or ten years of retirement? Do they delay retirement several years? How much money are they going to spend on an annual basis? What will the income resources be? And what are the investments they are going to pick that are going to generate the returns they need to be able to produce the income that they want? These are fundamental questions that financial planners have to address and it’s unprecedented.”

Future Proof Your Advisory Practice With Ric Edelman [Steve Sanduski, Between Now And Success]

Katie Braden on how to get started with video marketing [Video]:

“One of the best ways you can do that [differentiate] is through video. It can run across your entire client marketing and prospect experience. But the hardest thing to do is actually be comfortable on video.

The biggest thing is to start with that foundational skill. Rather than jumping ahead to being in a fancy studio and highly produced, there’s a place for that, but that doesn’t build authentic relationships and this is an entire industry and profession built on building relationships. So, it’s about first building that confidence.”

How Advisors Can Grow With Video [Jay Coulter, Resilient Advisor Show]

RIA consultant Cameo Roberson on entrepreneurship, business plans, and advice for new financial planners [Podcast with Transcript or Video]:

“I think it’s an evolution. When I first got started, it was my roadmap to really help me figure out what kind of decisions I needed to make. And then over the course of time, it wasn’t so much that formal document, but more of me doing strategic planning and different points of the year that would add on to that initial business plan. But I was very clear in who I wanted to serve and how I wanted to serve them. But then over the course of time, your business will evolve, the needs of your business may change, and so you want to have some flexibility.

But in those early days, you know, having that roadmap is key and can help you really position yourself well to build a business that you want. Because I will tell you, in the absence of a business plan, and not to say that people cannot be successful without that business plan because we know that that happens, but it could also help you to avoid expensive rework down the line or you find yourself going off into a ditch and you’re like, ‘How did I get here?'”

An RIA Consultant’s Advice For Building Your Firm: A Conversation With Cameo Roberson [Maddy Roche, XYPN Radio]

Samantha Russell with five tactics to ensure your content gets better engagement [Video]:

“You spend hours, if not days, creating a great piece of content – a blog post, a podcast, a video – and then you release it, you publish it out into the world and: crickets. Nothing really happens. Maybe you get a couple of likes, a couple of comments on social media, but you don’t really see any true ROI from the piece of content.”

Here’s How To Create Content That Gets More Shares, Likes And Overall Engagement [Samantha Russell, Twenty Over Ten]

When the interviewing process doesn’t go your way [Article]:

“Searching for a job can be stressful and emotionally, physically, and mentally draining. Landing a good fit advisor track role at a top-tier financial planning firm requires job seekers to put maximum effort into the application and interview process. For many job openings in the financial planning profession, several qualified candidates are vying for only one opportunity, which means a qualified candidate can do everything ‘right’ and still not receive the job offer they were expecting.”

How To Handle Rejection In The Interview Process [Alyssa Van Auker, New Planner Recruiting]

Which piece of content did you like? Comment below!

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