Weekend Content for New Planners

Weekend Content for New Financial Planners (February 27-28, 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.

Keil Financial Partners founder Jeremy Keil shares how his repeatable marketing process allowed him to double his marketing budget at the start of the pandemic, the podcast content strategy that allowed him to develop his podcasting skills after he started his podcast, the benefits of “motivational interviewing” and more [Podcast: 57-minutes]:

“When I talked to him he said, “When I went to your website, everything that’s on there is exactly what I’m looking for. You gave me all kinds of information: I read some of your blogs, I listened to some of your podcasts, [and] you got your process right there. I’ve been calling financial advisors asking for this information.’

So, he was looking for somebody to give him some value and he said ‘you gave that to me before you even knew who I was.’ So, that was just a huge lift to our prospects of working together. …It just added a huge amount of credibility that we gave away a lot of that value.”

Creating A Repeatable Marketing System That Generates Quality Leads [Steve Sanduski, Between Now And Success]

The story and strategy behind one of #FinTwit’s wittiest financial advisors [Article: 9-minute read]:

Douglas Boneparth’s financial advisor dad counseled him at the start that an FA needs to havethe heart of a social worker and the mind of a capitalist.’

The younger Boneparth, now 36, would take that a bit farther to add a third vital: the nerve of a relentless marketer. Or else how would pandemic-lacerated 2020 turn out to be the RIA’s very best year?

Douglas Boneparth’s Relentless Marketing Is Paying Off [Jane Wollman Rusoff, ThinkAdvisor]

(Click for full thread.)

[ICYMI] A comprehensive look at preparing to pass the CFP® exam including optimizing your study style, Live Review provider options, creating a study plan, and more [Article: 20-minute read]:

“Remember, technical expertise in financial planning and the mastery of a test-taking approach needed to pass the CFP exam are not necessarily the same thing. The purpose of a review course isn’t to teach you the material, but to provide you with the tools, structure, and perhaps some forced discipline to pass the exam. In other words, the true value of the review course isn’t necessarily in gaining the financial planning expertise (which ideally comes from completing the education component required for CFP certification), but in helping you focus on which topics are most likely to be tested and in preparing you for how those topics will be presented on the exam.

How To Study For (And Pass) The CFP Exam [Jesse Lineberry and Caleb Brown, Kitces.com]

Three financial advisors who passed the CFP® exam in the November cycle share their study schedules and experiences through exam day [Podcast: 60-minutes]:

“As far as the week leading up, obviously I detailed out how I started to really ramp up my studying in September and I ramped it up even more in October, but once we got into November, it was pretty much every waking moment that I was not sleeping or working.” …

“Going into that week I was really nervous, but just like Sean said, I knew I had done everything that I could have up to that point. I had studied as much as I possibly could have.”

How To Pass The CFP Exam With Deanda Wilson, Brooke Cantrell, and Sean Gold [Caleb Brown, New Planner Recruiting]

The case for developing your professional Twitter account:

How to enjoy the initial, challenging years of starting your own advisory practice from industry and startup veteran Scott MacKillop [Article: 8-minute read]:

Being ready for the emotional roller coaster you will inevitably encounter is a key to success. I’d like to share my perspective on what that ride looks like.

As I’ve experienced it, the entrepreneur’s emotional roller coaster has four phases. You will cycle through each of them many times. How long you spend in each phase will depend on circumstances and your personality.

Surviving The First Years Of Growth [Scott MacKillop, WealthManagement.com] 

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