Weekend Content for New Planners

Weekend Content for New Financial Planners (January 28-29, 2023)

“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.

Xena Financial Planning founder Danika Waddell and All The Colors founder Diana Yáñez share an introduction to financial coaching and financial life planning including [Video or Podcast]:

  • The shift in the role from “dictating advice” to letting clients drive more of the planning process
  • Related behavioral benefits of increased client “buy-in”
  • The impact on meeting agendas
  • And more…

“If you put something into your GPS to go from Point A to Point B, it’s going to give you the fastest route. But you might want to take the scenic route. Or you might have errands to run on the way or you might want to go in a different direction. So, it really allows the client to say: ‘Yeah, I understand that might be the fastest way to get there, but this is the way I want to go.'”

Integrating Coaching Into Financial Planning With Danika Waddell & Diana Yanez [Ross Marino, SHIFT With Ross Marino]

ICYMI: AllStreet Wealth’s founder Thomas Kopelman with an extensive look at the strategies behind his social media marketing success [Article]:

“People always ask me how I continue to post so much content. The name of the game is repurposing. For those who don’t know, repurposing is all about reusing existing content created in the past versus reinventing the wheel and posting something new every time. The latter requires 10x the time and is often a wasted effort. Instead, you should repurpose by reusing, editing, and reposting the great content you have already created.”

Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 Months [Thomas Kopelman, Kitces.com]

New Planner Recruiting’s Caleb Brown shares his thoughts on applying for positions you are slightly unqualified for and overqualified for [Video]:

Why You Shouldn’t Apply For Jobs You Are Overqualified For [Caleb Brown, New Planner Recruiting]

A thread on career advice for industry newcomers [Twitter Thread]:

Parallels between becoming a marathoner and elite financial planner [Article]:

“Training for a marathon is very tough. It requires dedication and years of consistent hard work. This is after you’ve decided on your training method.

Training becomes your whole life. It can’t be something you do on the side now and again.

For advisors, it starts with defining your niche or specialization and going deep into that space, and then staying on the path. It might mean years of study.

Running and training for years to become and stay an elite runner is a lonely journey best traveled with other runners.

The best runners in Kenya train in running camps with other runners, where they lead very simple lives together.

As advisors it means working with our peers in study groups and surrounding ourselves with those who think alike.”

What It Takes To Be An Elite Advisor [Jane Mepham, Advisor Perspectives]

Daily Stoic podcast host Ryan Holiday shares the lessons he’s learned from interviewing top performers [Article]:

“Over the last several years, I’ve had the chance to spend more than a few hundred hours interviewing people for the Daily Stoic podcast. And with over 100 million downloads of Daily Stoic’s episodes so far, the people I’ve gotten access to have been beyond my dreams. I am certainly better, smarter and wiser for the privilege.”

20 Best Lessons From Interviewing Today’s Top Performers [Ryan Holiday, RyanHoliday.net]

Which was your favorite takeaway? Comment below!

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