Weekend Content for New Planners

Weekend Content for New Financial Planners (January 29-30, 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: Morgan Housel on the advantages of combining several “little things” to create the extraordinary [Article]:

“Same with people. It’s tempting to want to find the one big skill that will set you apart. But most incredible things come from compounding, and compounding isn’t intuitive because the incremental inputs are never exciting on their own.

A few little things that are easy to ignore yet work wonders when combined together…

Big Skills [Morgan Housel, Collaborate Fund]

Twenty Over Ten’s Samantha Russell shares how to develop a social media content strategy [Article]:

When diving into social media, it’s important to remember that your audiences on each channel are going to be different. This also means the content you share may be different across each channel – and that’s okay.

For example, if you take a look at the Twenty Over Ten Twitter and LinkedIn accounts, you’ll see that we post completely different things on each platform. But how do we decide what to share on which platform?” 

How To Develop A Social Media Content Strategy For Your Financial Advisor Business [Samantha Russell, Advisorpedia]

XYPN advisor Heather Townsend on building the confidence to launch her own firm [Podcast with Transcript]:

“Now, that’s another different differentiator that I think also allowed me to charge the fees that I have. Now I’ve worked with clients for two or three years and I see what they’ve accomplished I’m like ‘Oh, this works.’ Like, I knew it worked, but it actually works. I’m actually good at what I do. They paid me X, but I made them or have like changed their life in x y and z.”

Building Confidence To Launch And Grow Your Ideal Firm: A Conversation With Heather Townsend [Maddy Roche, XYPN Radio]

Multi-billion dollar RIA founder Jason Wenk on how to get your first 100 clients (and an “RIA Roadmap” workbook) [Articles]:

Part 1:

“I had to be extremely efficient, both with capital and time. While I did some offline marketing, the bulk of my business growth came from online marketing. Mostly content, and mostly free. Not to brag (but actually a little humble brag), my online marketing efforts were some of the most effective in the industry at getting actual appointments and clients (hundreds of millions per year of AUM).”

Part 2:

“Lastly, don’t worry about the quantity of traffic. Instead, focus on quality. I had a single blog post from 2012 that ranked #1 on Google for a specific fixed index annuity product. It only received about 100 visitors a day, but it generated around five new clients per month and nearly $70 million/year of new business.”

Part 1 & Part 2: How To Get Your First 100 Clients As A New RIA [Jason Wenk, LinkedIn]

Carson Group’s Cameron Carlow with a step-by-step logistical guide to launching a podcast [Article]:

“Podcasting can help you connect with your key demographic in a way that is different than nearly every other platform. Not only can you hold an audience’s attention for longer, you get to be with them in their car, behind their lawn mower, at the gym or right in their office. Podcast listeners tend to be loyal and form a community around the show, which is great for your personal brand and your firm’s brand.”

The Financial Advisor’s Comprehensive Guide To Starting A Podcast [Cameron Carlow, Carson Group]

Which piece of content did you like? Comment below!

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