Weekend Content for New Planners

Weekend Content for New Financial Planners (January 2-3, 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.

How to answer the question: “What do you think about this investment?” [Article]:

“I recently found myself in the fourth scenario. On November 17th, with Bitcoin at $17,500, my brother-in-law texted me the following: ‘Hey. What do you think about buying 1 share of bitcoin?’ He knows my shtick. We’ve had these discussions before. He knows that I avoid these questions at all costs. But I had to give him something. I couldn’t just not respond.”

Advice For Giving Advice (Michael Batnick, The Irrelevant Investor)

Four advisor marketing trends for 2021 including building out client marketing and differentiating your video content: [Podcast]:

“We’ve been having a lot of conversations with advisors as it relates to doing more specific communication and building more content specifically for clients and almost making it like a closed-community type approach where advisors are able to educate their clients and actually make their content more shareable for those clients to be able to share with others. So, from that perspective rather than an advisor having to ask for a referral, or rather than an advisor having to build some type of a referral program, really starting to build almost like this membership aura around their practice.”

2021 Marketing Predictions For Financial Advisors (Al Cavalieri, Advisor Lab)

And to help differentiate your video content, YouTube expert Justin Brown shares 5 structural elements of a successful video and retention techniques [Article and Podcast]:

“Humans like to see or hear things through to completion. You can play to human nature and encourage retention by using open loops in your video structure. For example, if you say you’ll be covering five video editing tools, you can create an open loop when you compare them to each other, ‘This feature is really good on tool X, but the tool is lacking when it comes to X. Don’t worry, the next option I’ve got for you will solve that problem. We’ll get to that in a minute.’ By creating an open loop, you’re delivering on what you’ve promised but you’re also keeping viewers engaged through each feature section of your content.”

How To Get More Views On YouTube: Strategy From A Top Creator (Michael Stelzner, Social Media Examiner)

Take advantage of several advisor-neglected trends to boost your practice’s value over time [Article]:

“Looking ahead, some early-stage investors and innovative incumbents are betting on autonomous finance — AI-driven financial services that independently make decisions or take actions on a client’s behalf. As these technologies advance well beyond the first generation of robo-advice, it will be important for our industry to demonstrate the exponential value the human adviser can deliver alongside the autonomous financial planning functionality.”

Mapping Your Firm’s Future (Mike Durbin, InvestmentNews)

Automate during the early years to provide a better client experience and accelerate growth [Article]:

“Now think about the 80/20 rule. New clients are important for your firm’s growth, but most of your value is derived from existing relationships. Automation can play a key role in elevating the experience delivered to your current clients as well. It’s all about creating micro-moments that show you care.”

Automation Can Elevate The Client Experience (Robert Sofia, InvestmentNews)

What topic resonated with you? Comment below!

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