Weekend Content for New Planners

Weekend Content for New Financial Planners (January 8-9, 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.

If you’re considering launching an RIA or any entrepreneurial project, Altruist’s Jason Wenk discusses “betting on yourself” with Dasarte Yarnway including [Podcast]:

  • Re-thinking a definition of failure
  • The importance of surrounding yourself with similarly-minded individuals
  • Leveraging the advantages of entrepreneurship vs. established financial firms
  • Altruist’s “cultural playbook” and three core values
  • And more…

“The most innovative people in the world have an abundance mindset. So, they’re not making decisions based on fear and so it’s not that scary to bet on yourself. That is the secret. That is the shortcut to massive scale, speed, and innovation. Surround yourself with those kind of people and it’s a lot less scary to go and start your own venture.

Thoughts On Betting On Yourself With Jason Wenk [Dasarte Yarnway, The Young Money Podcast]

Marie Swift interviews Olympic medalist Paul Kingsman on the importance of eliminating distractions [Podcast]:

“When I reviewed the video, it wasn’t until a couple of years after the swim, I looked at the video again and I noticed the guy who came fourth to me, looked on his last couple of strokes. That easily was four-hundredths of a second.Right at the time that he could least afford a distraction, he not only looked once, but he looked again.

This is where I see people miss the mark when they could have actually hit it. When they get distracted once and they can’t see any downside from that, they’ll do it again. That’s how we form bad habits and it costs us.”

Optimal Performance: Insights From An Olympic Medalist [Marie Swift, Mindset Mastery Podcast By NAPFA]

How top advisors find more time to get in front of clients [Article]:

“‘Day in and day out, [they’re] getting in front of their clients delivering advice, spending their time, where they’re not only more productive, but where they’re making an impact,’ Kenton Shirk, vice president of practice management, told RIA Intel. 

The difference between Commonwealth’s top advisors (the 10th percentile based on revenue generation and growth) was starker. The top Commonwealth advisors spent 37 percent of their time in client meetings. Other Commonwealth colleagues spent 24 percent and wirehouse advisors spent 17 percent of their time meeting clients.”

Where Top Advisors Find More Hours To Spend With Clients [Holly Deaton, RIA Intel]

The underlying reason(s) to address when prospective clients say “Let me think about it” [Article]:

“When speaking with a prospect, we try using a step-by-step procedure, moving them from Step A to Step Z. Yet when we ask for the order and they don’t say yes, we often change tactics. Their reason for not saying yes is considered an objection. We pick up our sword or battleax to try and vanquish whatever is standing between us and the sale.

We can’t be consultative and confrontational at the same time. We need to treat the objection as legitimate and serious.”

When Someone Says ‘Let Me Think About It’ [Bryce Sanders, FA-Mag.com]

When designing a strategy for the new year, consider whether you should disregard the “Metagame” [Article]:

“In every game there are always two games being played. One is the game itself. The other is the game about the game. This is called the metagame.

The metagame can be thought of as the optimal strategy to win a game at a specific point in time. As conditions within the game change and as player responses to those conditions change, so does the metagame.”

Why You Should Ignore The Metagame [Nick Maggiulli, Of Dollars And Data]

Which piece of content did you like? Comment below!

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  • Ryan Fitzgerald

    I liked the article “let me think about it”. I concur with getting incremental Yes’ while consulting with a prospect.

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