Weekend Content for New Planners

Weekend Content for New Financial Planners (January 1-2, 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.

ICYMI: Michael Kitces and Carl Richards discuss “impostor syndrome” including [Podcast or Video]:

  • Why impostor syndrome matters and a common definition
  • Recognizing incremental expertise is all that is required
  • How impostor syndrome correlates to opportunities
  • How to deal with impostor syndrome

Michael: The part that has stuck for me was someone who had said, ‘Just remember, in the land of the blind, the one-eyed man is king.’ You don’t have to know more than anyone in the world. Because the leading expert in the world who knows more than you doesn’t come to you for advice. The people who come to you for advice are people who are lost and need some help. That’s why they come to you. That’s why they seek you out. When you know more than they do, you are their expert, and you are adding value. And that’s the only comparison that matters.”

Kitces & Carl Ep 76: Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value [Michael Kitces, Kitces & Carl]

Zaneilia Harris shares how she decided on her niche, advice for those considering going independent, and more [Podcast]:

“I think it started in college, actually. I always wanted to start a business on my own. Independence was kind of in my blood. Being that I found a career that I identified was my passion that connection all just came into play and worked out in my favor.

So, when I looked at this path that I have taken, as an RIA and an independent financial planner, I feel that the path has allowed me to blossom as a financial planner. Also, it has allowed me to find my voice.”

4 Questions About Launching An RIA For Advisor Zaneilia Harris [Tobias Salinger, FinancialPlanning]

Jeremy Walter on better-than-expected results from evolving New Year’s resolutions to a focus on habits [Article]:

“This evolution was so pronounced that for the first time in a long time, I didn’t even keep an official GMPLN for 2020 or 2021. And perhaps ironically, these are two of my most ‘successful’ (in my personalized definition of the term) years I’ve experienced both professionally and personally.

One thing I’ve been redirecting in my life – largely due to James Clear’s Atomic Habits – is a focus away from outcome-oriented goals or results largely outside my control, and instead focus on the input-oriented habits largely within my control.”

My Personal Evolution Of New Year Resolutions [Jeremy Walter, Calibrating Capital]

Jess Bost on how to make it through the “industry tunnel” [Article]:

“I was fortunate enough to have some great mentors early on that helped me find my way and to encourage me when I wasn’t so sure that this was a good fit for me. If you don’t have that in your life, I hope this finds you and gives you some of that clarity and maybe also a bit of a nudge forward if you’re needing it.”

So You Wanna Be A Financial Advisor? [Jess Bost, Medium.com]

If 2022 is your year to add more video content marketing, Kevin Nichols of The Oechsli Institute offers his tips [Article]:

“Presenting on camera isn’t always easy. Sure, the final product may look effortless; however, getting to that point can be a frustrating process of trial and error. With nearly 500 YouTube videos, we’re no strangers to being on camera.”

Seven On-Camera Tips For Financial Advisors [Kevin Nichols, WealthManagement.com]

Which piece of content did you like? Comment below!

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