Weekend Content for New Planners

Weekend Content for New Financial Planners (January 23-24, 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.

New Planner Recruiting’s Caleb Brown shares the most important skill for new financial planners to develop and tactics for doing so [Video, 3-minutes]:

The Most Important Skill For A New Planner (Caleb Brown, New Planner Recruiting)

Snappy Kraken’s Robert Sofia covers how advisors can turn cold leads into prospects with a more effective conversion system [Article]:

“Every day there are droves of qualified prospects seeking financial advice online. Where are they? Why does it feel so hard to connect with them? And why are other financial advisors having success prospecting online?

Acquiring new clients online can be tough, but it’s the nature of the advisory business. After all, you are selling a lifelong relationship — and that takes a tremendous amount of trust to establish. Also, it deeply affects an individual’s sense of financial security.

Because the stakes for your clients are greater than with an average service provider, a high degree of comfort needs to exist before a business relationship can be established. Unfortunately, this is precisely where many advisors fall short.

6 Steps For Turning Cold Leads Into Long-Term Clients (Robert Sofia, ThinkAdvisor)

Samantha Russell of Twenty Over Ten with 7 tactics her advisors are using to double their social media engagement (and convert followers into prospects) [Article]:

“It’s clear; social media is one of the most effective ways for advisors to grow their client list.

But, like other marketing methods, every platform is different. The content that performs well on your blog will not necessarily perform well on social.

People use social media to escape from the day to day and relax and to make personal connections.

With that user intent in mind, you can develop a social media marketing strategy that increases engagement and attracts clients.

How My Clients Are Doubling Their Social Engagement (Samantha Russell, Advisor Perspectives)

While adapting advisory practices logistically to the pandemic has been necessary, founder of The Oechsli Institute, Matt Oechsli reviews the four foundational attributes his research has shown sustain “elite” advisors [Article]:

“The expression on this advisor’s face was a dead giveaway; it was obvious that this was an area that needed attention. … Fully embracing these 4 Basic Success Tenets is not easy. Yet, our research over the past 30 years, amidst three decades of external impact factors, highlights these four tenets as a constant within elite advisors.

The 4 Basic Success Tenets Of Elite Advisors (Matt Oechsli, WealthManagement.com)

Another piece of content this week from Twenty Over Ten’s Samantha Russell with principles for an effective 2021 marketing plan [Video]:

Want To Get New Clients In 2021 From Digital Marketing? Follow These Five Principles (Samantha Russell, Twenty Over Ten)

What topic resonated with you? Comment below!

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