Weekend Content for New Planners

Weekend Content for New Financial Planners (February 5-6, 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.

Anna N’Jie-Konte, Dr. David Rhoiney, and Emlen Miles-Mattingly share their inspiring stories and thoughts on representation, equity, and more [Podcast or Video]:

“It just means opportunity. We’re an example: it doesn’t matter your background and it doesn’t matter where you come from. You are born with these abilities, intelligence, and the skills that you need to be successful.”

Anna N’Jie-Konte, Dr. David Rhoiney, & Emlen Miles-Mattingly On Self-Determination & Representation [Dasarte Yarnway, The Human Advisor]

Penny Phillips with six non-traditional KPIs worth tracking [Video]:

“I will tell you that the majority of advisors I have worked with and spoken to over the years, there was a negative correlation between achieving what the firm or the industry says we should achieve and level of happiness and fulfillment. So, it’s important that we can center ourselves on whether we’re actually fulfilled in the work that we do by having metrics that we use to gut-check ourselves and our practice on a daily basis.”

How To Track Success With Non-Traditional KPIs [Penny Phillips, Practice Management With Penny]

Kate Healy on why you need a “Personal Board of Directors” and who to recruit [Article]:

“So, it makes sense that YOU, Inc. has a personal board of directors (PBOD) to guide you in making decisions, give you advice, introduce you to people who can help, and occasionally, give you a slight kick to make sure you are focused and heading in the right direction.”

Building Your Personal Board Of Directors [Kate Healy, WealthManagement.com]

How Ritholtz Wealth Management’s Michael Batnick got his start in the industry and how he creates all of his content [Article]:

“I think that we tell our truth. Some people like it; a lot of people don’t. But the advantage that gives us is that all the clients and all the advisors that come to work with us do so because they already know what we’re about. They already have a good understanding of our philosophy, how we think about markets, how we think about financial planning. So with prospects, we’re starting on second base. We still need to take them through the process. But it’s such a better relationship when we can tell our truth, not introduce ourselves, and not oversell.”

Michael Batnick: Crushing It With Content [Steve Garmhausen, Barron’s]

Eight Digital Media founder Chris Ross on all things webinar marketing including [Podcast or Video]:

  • The importance of copywriting and tactics
  • Why good messaging both attracts and repels prospective clients
  • Specific ROI figures on webinar marketing
  • And more…

The Complete Guide To Webinar Marketing With Chris Ross [Steve Sanduski, Between Now And Success]

The final installment of Jason Wenk’s three-part series on how to get your first 100 clients [Article]:

“This series isn’t meant to be exhaustive—I wanted to boil it down to the most simple and actionable steps you can take to build your client base quickly. But I feel strongly that, if you commit to the strategies I’ve discussed over the last few weeks, then you’ll get results. It’s really important to stay focused, though. No chasing shiny objects. Work on consistency and execution.”

How To Get Your First 100 Clients As A New RIA | Part 3 [Jason Wenk, LinkedIn]

Which piece of content did you like? Comment below!

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