Weekend Content for New Planners

Weekend Content for New Financial Planners (February 6-7, 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.

Samantha Russell with Twenty Over Ten shares a day-by-day workflow to get more out of your social media strategy [Article: 5-minute read]:

“Well, it’s not a secret anymore. At Twenty Over Ten, I have a weekly checklist to maximize our social media efforts. I’m a huge believer in checklists and implementing this one maximizes our social media reach effectively and efficiently. Best of all, this checklist can be adjusted to fit any advisory businesses’ schedule.”

My Daily Checklist For Dominating Social Media (Samantha Russell, Advisor Perspectives)

Morningstar behavioral economist Sarah Newcomb describes why utility is more than just return on investment [Article: 3-minute read]:

“The goal of financial planning is to maximize a client’s quality of life while keeping them within the constraints of their limited resources. In economics, we call this a utility maximization problem, and we have a host of complex mathematical procedures to predict what trade-offs will lead to the highest utility under different circumstances.

Based on these equations, if option A makes more money than option B, you should choose A, right? Wrong. Or at least, not completely right. Because we aren’t trying to maximize dollars. We’re trying to maximize utility, and utility is only partly about the dollars. For all the mathematical complexity and striving for precision that we do in finance and economics, we have to remember one very important thing: Utility is subjective, ill-defined and hard to measure.”

Emotions Are Information (Sarah Newcomb, InvestmentNews)

Twenty Over Ten’s Stuart Farst describes how the “Mere-Exposure Effect” impacts advisor marketing and provides ten types of content to help improve your consistency (and make the mere-exposure effect work for you) [Article: 12-minute read]:

“The mere exposure effect determines the more familiar we are with something, the higher chance we are to like it, including things that remind us of ourselves. For advisors, the mere exposure effect shows why creating relatable and consistent content improves the interest of your audience. In turn, leading to more clients.”

How Financial Advisors Can Attract More Clients Using the Mere Exposure Effect (Stuart Farst, Twenty Over Ten)

Define Financial’s Taylor Schulte covers how his firm optimizes his media appearance content for organic search (through SEO), how they write and market press releases, and how all of this fits within a comprehensive marketing plan [Podcast: 38-minutes]:

“The great thing about the fact that most advisor websites fail to keep their press release pages, or their press pages in general, up-to-date is that it’s great for people like you and me who are dedicated and committed to developing processes and being consistent with this stuff. It makes our job so much easier when there are fewer people doing things the right way.”

How to Write and Market Press Releases (Without Hiring a PR Agency!) (Taylor Schulte, Experiments In Advisor Marketing)

What topic resonated with you? 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 *