Weekend Content for New Planners

Weekend Content for New Financial Planners (January 22-23, 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.

Onramp’s Caitlin Cook on the power of Twitter and the #FinTwit community [Video]:

Why recording meetings to watch your own “game tape” is so important, how to boost buy-in from prospective and current clients, and more [Podcast]:

“The opportunity today, that is totally underleveraged, and it’s due to technology, is the ability to observe yourself via game tape. So many professions make copious use of game tape from surgeons, to sports, to music, to otherwise. Why not us? That’s how you get better.”

Behavioral Insights For More Persuasive And Engaging Meetings with Dan Smaida [Brendan Frazier, The Human Side Of Money]

A related Twitter thread of advisors sharing their experiences with recording client meetings and the rare case of client pushback:

You’ll often hear “Video is king” with content marketing. How to overcome any fears and a playbook to get started [Twitter Threads]:

If you were ever skeptical of the “ABC” mantra in sales, aka “Always Be Closing,” you’ll probably like “ABQ” better. Carson Coaching’s J.J. Peller on “Always Be Questioning” [Article]:

“If your mindset is ‘always be closing,’ then you’ll try to ‘close’ at the first buy signal. But what if there’s a bigger hook point that your prospective client hasn’t shared yet?

It’s kind of like going fishing and yanking the pole in an attempt to hook the fish at the first sign they’re nibbling the bait. If you pull the pole too soon, you might just scare the fish away! It works the same in sales. If you try to ‘hook’ a person who is just barely nibbling, you might make too much commotion and scare them off before you have a chance to truly attract them to want to talk further with you about how you can help them.”

Use ‘ABQ’ To Grow Your Business Faster [J.J. Peller, AdvisorNews]

How to identify sales jobs masquerading as employee-type positions [Video]:

How To Spot A Sales Job In Financial Planning [Caleb Brown, New Planner Recruiting]

Which piece of content did you like? Comment below!

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