Weekend Content for New Planners

Weekend Content for New Financial Planners (February 18-19, 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.

Dr. Daniel Crosby shares research-backed principles for how to become a more influential advisor [Podcast]:

“Let me be unequivocal here: there is no competency that is as important as influence for a financial advisor. It is the meta-skill. It is the meta-competency. The reason I say this is every facet of an advisor’s job has influence at the heart of it.

Business development is influencing people to partner with you to part with their hard-earned cash in exchange for your goods and services. Leadership within your organization is persuading people to rally behind you and work in service of a common goal. Behavioral coaching, clearly near and dear to my heart, is influencing and persuading people to set aside their more natural, short-term action-oriented impulses around money, and be patient and long-term, and all of these other things—none of which come naturally to humankind.

So, if you look at every tool, every competency that an advisor is called upon to excel at, influence is at the very heart of that.  …If you could just be good at one thing, it’s the Swiss Army knife of being a good advisor.”

How To Become A More Influential Advisor [Matt Halloran, Top Advisor Marketing Podcast]

FMG’s Samantha Russell and Susan Theder cover effective marketing tactics starting from lead generation all the way to gathering testimonials [Video]:

How To Drive And Close More Leads In 2023 [Samantha Russell & Susan Theder, FMG]

If you associate marketing with being “pushy” or “slick,” Carl Richards with the case for marketing as being a “sacred obligation” [Video]:

You Have A Sacred Obligation To Take Your Marketing Seriously [Carl Richards, The Society Of Advice]

Caleb Brown with a reminder that advisors need to first take care of themselves in order to more effectively serve their clients [Video]:

Self-Care For New Financial Planners [Caleb Brown, New Planner Recruiting]

Two pieces of content around the theme of simply taking the next step:

Continuing on the idea of self-care, Dr. Phil Pearlman on “just” shooting for “one good day”: health and wellness principles with parallels to financial planning [Article]:

“Maybe I could be optimizing more but I find that simplicity and consistency trumps complexity and intensity…”

One Good Day [Dr. Phil Pearlman, Prime Cuts]

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 *