Weekend Content for New Planners

Weekend Content for New Financial Planners (January 30-31, 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.

ICYMI: Define Financial’s Taylor Schulte shares two straightforward SEO strategies that produce outsized results [Article]:

“In January 2018, organic search traffic (i.e., the number of people who visited my website as a result of using a search engine) for my website lagged at around 280 visits per month. After spending time learning the basics of SEO and updating my website to give search engines better information, I immediately began to see results. By the end of 2018, monthly organic search traffic had more than doubled.

In addition to optimizing new content as it was being published to our website (and being patient!), I regularly monitored our results and put additional time and resources into the things that were working best. In three years, without any expert help or advanced tactics, I saw organic search traffic grow by more than 1,500%.

2 Ways I Improved My Advisor Website SEO (And How You Can, Too) (Taylor Schulte, Kitces.com)

Ritholtz Wealth Management CEO Josh Brown talks with Justin Castelli about the philosophy that boosted his career early on [Podcast & Video]:

“My career was really at a dead-end until I read this book called ‘The Go-Giver.’ I talk about this book a lot publicly. I think everyone should read it at some point in their career early on because it explains the power of doing things for other people without expecting anything in return and what that ends up doing for your career.

So if your mindset is, ‘Oh you want 30-minutes of my time, give me $500’ if that’s where you are in life, that’s where your mindset is, you’re never going to reach the full potential that you could reach if you’re mindset was instead ‘what value can I deliver out there in the world with the belief that it’s going to return to me ten-fold.”

The Pursuit – Giving With No Expectations With Josh Brown (Justin Castelli, All About Your Benjamins)

One simple way to convey trustworthiness to prospects in your video marketing:

Improve your close rate with succinct emails throughout your sales cycle [Article]:

“When I send someone a contract, the email usually goes like this:

Subject line: Agreement

(and then the proposal is attached).


This has improved my close rate to omit any of the tiring closing nonsense they tell you to say. There’s nothing more to say, because at this stage the selling is done. If you have issues you need to discuss, you shouldn’t be sending the agreement yet.”

One-Sentence Emails That Will Close A Prospect (Sara Grillo, Advisor Perspectives)

Kolbe Corp CEO David Kolbe joins Caleb Brown of New Planner Recruiting to explain why it’s so important to understand how you work and the Kolbe A Index‘s four action modes [Podcast]:

“When you understand this part of yourself, you start to realize the things that work for you rather than the things that work for other people that they told you that you should be doing.”

Ep #19: Understanding Your Unique Instincts For Success As A Financial Planner With David Kolbe (Caleb Brown, New Planner Recruiting)

What topic resonated with you? Comment below!

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