Weekend Content for New Planners

Weekend Content for New Financial Planners (February 26-27, 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.

Chequers Financial Management founding partner Megan Gorman and Buckingham’s Steven Atkinson cover a lot of interesting ground including [Podcast]:

  • How she found her niche by leaning into her curiosity (and ignoring what she was “supposed” to be like)
  • How Megan handles the “rejection” from prospective clients who ultimately go with another advisor
  • Leaning into her clients’ definition of wealth to provide them with a sense of security
  • And more…

“I think early on in my career I had to come to reconcile with the fact that I was never going to look like the other advisors. I was always going to have to do it differently. So, who am I really, and is that an appealing characteristic in working with clients?

I think it’s more [about] finding your style. My style is not the right fit for everybody. In the course of my career, I’ve been very fortunate, it’s worked out with pretty much the majority of clients that I’ve come into contact with. But I’ve had clients where the relationship hasn’t worked. I used to take it a lot more personally earlier in my career. Now, I’ve gotten to the place where I’m like ‘Look, it’s just [that] I’m not the right fit and that’s okay. It’s a style thing. They’re looking for something different. And it’s okay.’

Paving A Unique Path And The Value Of Authenticity With Megan Gorman [Steve Atkinson, The Admired Advisor Podcast]

When you are feeling a little burned out, a gameplan for how to get back on track [Article]:

“I described to my coach what was going on – I was getting plenty of sleep and trying to take care of myself like I always have, but my energy seemed to drain quickly, and by the time I was done with work or the ‘have tos’ of being a responsible adult, I didn’t have anything left for the things I enjoy. My coach listened intently, then said, ‘You know, this kind of reminds me of my laptop. Once I unplug it from the wall, the battery doesn’t last long. It just doesn’t hold a charge anymore.’

That pretty much summed it up: My battery just wasn’t holding a charge like it used to.

I know there are others out there in this same situation, so while I can’t claim to have a magic pill to fix it, I’ll share the plan that came out of my coaching call – and maybe it can help you, too.”

A Plan For When Your Personal Battery Just Won’t Hold A Charge [Sarah Cain, CarsonGroup.com]

A thread with tips for founders on how to manage the highs and lows of entrepreneurship:

XY Planning Network advisors Stefanie Pickard and Chao Zhang get candid about lessons they have learned 6 months into their launches [Podcast]:

“I think it’s a little bit like an 18 year old that has to pick her major going in, and they don’t know what they’re doing because they’re 18 and they’re just getting out of high school. You feel like that again going into launch your firm. I think that getting really hung up on little decisions. Just make a decision. Move on. You can change something later. That would probably be the main thing because I spent a lot of, especially with the website, so way too long trying to build that thing before I decided to just have somebody make it for me. I wish I wouldn’t have spent all that time because it was just such a waste and it was so frustrating. That’s kind of a side thing, but those things all matter when it comes to doing business, nothing is really on the side anymore.”

What The First Six Months Of Running A Firm Are Really Like: With Stefanie Pickard & Chao Zhang [Maddy Roche, XYPN Radio]

Jeff Levine with a SECURE Act update [Twitter thread]:

New Planner Recruiting’s Caleb Brown on how to set up and conduct a meeting with your manager to be able to take on new responsibilities [Video]:

How To Approach Your Boss To Adjust Your Role [Caleb Brown, New Planner Recruiting]

Some simple approaches probably worth revisiting to reduce your time at work and boost profitability [Article]:

“These tips have not just increased our profits, they have improved our quality of life. We aren’t working as hard, which gives me and my team more time to live a balanced life.”

Six Tips To Work Less And Earn More [Dan Solin, Advisor Perspectives]

Which piece of content did you like? 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 *