Weekend Content for New Planners

Weekend Content for New Financial Planners (February 20-21, 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.

InvestmentNews 40 Under 40 advisor Luis Rosa explains the multiple benefits of committing to a content marketing plan and how to get started [Video: 9-minutes]:

Content Marketing Is Still The Best Growth Hack [Dasarte Yarnway, Altruist]

Altruist’s Marketing Manager Shabana Siyed provides five principles for creating compelling marketing content [Article: 6-minute read]:

I like to think of marketing and content creation as “dating.” When dating, you don’t go into the first date planning to put a ring on it, but rather, you go with an open mind and a willingness to get to know each other.

This is why marketing and content need to work closely together. A solid marketing strategy requires content that speaks to your ideal audience needs. The content must be in a tone that’s easy to understand while building trust between your brand and audience. When marketing meets good content — well, they live happily ever after.

5 Helpful Tips For Building Content That Your Audience Will Care About [Shabana Siyed, Advisor Perspectives]

Three elements to an engaging response to the question “Tell me about yourself” [Article: 3-minute read]:

“Whether you are in a job interview, meeting a new contact while you build your network, or talking with your big boss on a video conference for the first time, this is your moment to shine. It is an opportunity to give your two-minute advertisement about your background, your accomplishments, and the importance of what you do.”

Use These 3 Solid Answers Next Time Someone Asks: ‘Tell Me About Yourself’ [Eileen Smith, Fast Company]

XY Planning Network’s Director of Brand Communication Kelly Moorman shares the elements of successful brand storytelling, advisor marketing metrics to track, the important difference between inbound and outbound marketing, and more [Podcast: 52-minutes. For advisor marketing discussion, skip to the 21:00-mark]:

“So when you’re trying to be authentic, I think the best thing that you can do is sort of make a list of what you are and what you want and what you aren’t and what you don’t want. We hear this time and time again, but the best marketing isn’t as much about talking to the right people as it is about repelling the wrong ones. And so many, I think advisors and business owners are afraid to repel any customers. But it’s really important in marketing.”

Ep #295: Storytelling To Build Your Brand: A Conversation With Kelly Moorman [Maddy Roche, XY Planning Network]

What topic resonated with you? Comment below!

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