Weekend Content for New Planners

Weekend Content for New Financial Planners (January 7-8, 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.

Snappy Kraken’s Robert Sofia with the 5 pillars of marketing for advisors and the importance of creating “curiosity loops,” and “trust signals” [Podcast]:

“So, if you can start also evoking emotion, positive emotions associated with your brand are especially powerful, then people remember you. Ultimately, when you use boldness, uniqueness, and memorability, together, you get noticed, you motivate people to learn more about you to investigate, and you claim a piece of mental space so that even if they don’t need you today when they do, they’ll think of you.”

How Advisors Can Market Like The Greatest Brands In The World [Bob Powell, Exceptional Advisor Podcast]

FMG’s Elise Lambert shares 3 steps to start your 2023 marketing including setting marketing metrics, developing a content strategy, and more [Video]:

3 Steps To Set 2023 Up For Success [Elise Lambert, FMG]

And FMG’s Samantha Russell with a Twitter thread summarizing a new report from Edelman on what prospective clients are worried about—helpful in crafting your marketing messaging [Twitter Thread]:

ICYMI: An inside look at the business of outsourced planning, including processes and pricing, as well as details behind New Planner Recruiting’s new “Planning Zoo” service for new planners to gain experience [Podcast with Transcript]:

“..it’s worth trying it out. If you want to go on your own, it’s worth trying it out. My dad worked for IBM and took the train into the city every year. And I always just figured I’d work for some, I’d be an employee for some big company and that’s just the way it worked back when I was growing up. And then I moved to Colorado and have probably 10 friends that have started their own business. And I thought, ‘Wow, that’s crazy. That is so risky. I can’t imagine doing that.’ And then, you try it and it works.

You have to prepare yourself. I’m not just saying go do it and fingers crossed. But I think it can be done. I think it’s worthwhile. I think it gives back in so many ways between helping clients, helping advisors, just educating people, trying to get the new planners into the industry. It’s just, I think, a really great profession.”

Focusing On The Planning Work You Enjoy By Providing Outsourced Virtual CFP Services, With Sue Chesney [Michael Kitces, Nerd’s Eye View]

Matt Reiner on the importance of showing empathy with clients and three related techniques [Video]:

3 Effective Ways To Show Empathy Towards Your Clients As A Financial Advisor [Matt Reiner, Bridging The Gap]

Whether you’re setting new professional or personal goals, Dr. Phil Pearlman on how to gamify the process to get early wins [Article]:

From the time we are very young, the world we inhabit shapes us in a thousand million ways. 

Some are subtle like a glance from an authority figure while others are blunt like a school bell or a jingle that permeates our cochleae.

We are fully aware of how some of these external cues shape our attitudes and behaviors, while others sneak up on us.

When we look in the mirror on this first day of the year, the person we see is an amalgam of genetics, the world we’ve inhabited since birth, and the ways we’ve responded to it.

To a degree, we have been acted upon, gamified by our environment.”

Gamifying Yourself [Phil Pearlman, Prime Cuts]

Which was your favorite takeaway? Comment below!

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