Weekend Content for New Planners

Weekend Content for New Financial Planners (July 10-11, 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.

Luis Rosa came from humble beginnings and overcame cultural obstacles to build a firm that gives back to his peers [Podcast]:

“Financial planning was not even offered as a major. I had no idea that being a financial planner existed. I didn’t know what it was. It wasn’t a conversation that was had in my house. We never talked about anything to do with money other than work hard and try to save some.”

Luis Rosa – How This Young Immigrant Chased His American Dream [Dasarte Yarnway, The Human Advisor]

Career changer Veronica Taylor shares her story of how she broke into the industry at a financial wellness startup [Podcast]:

“Celebrate every win. My husband would joke that I would celebrate because it’s Tuesday. You do have to focus on the positive. That’s what keeps you going. There are long hours of studying. There are a lot of people to meet. But life is short and the days can be long so just look for any reason to celebrate and keep moving.”

Joining A Financial Wellness Firm As An Employee Benefit Financial Planner with Veronica Taylor [Caleb Brown, New Planner Recruiting]

Matt Fizell shares the reflection and guidance that ultimately led him to launch his own RIA this month [Podcast]:

“I think the most important thing when you’re making a change, whether job to job or job to business owner is really understanding where that desire for that change is coming from. So, I would suggest, the first thing, and the first thing I did, too, was just go to the people know me really well. So, that was kind of my first step – sharing what I was still enjoying at my job at the time, what was frustrating me, why those things were frustrating me, and just getting counsel from people around me.”

The Pursuit–Introducing Harmony Wealth With Matt Fizell [Justin Castelli, The Pursuit]

Effective websites both attract and repel prospective clients [Video]:

“How To Create A Website So Visitors Can Self-Qualify As Leads” [Samantha Russell, Twenty Over Ten]

Advisor podcast coach Patrice Sikora with tips on how to overcome fears of starting a podcast [Podcast]:

“There’s nothing special. There’s nothing hidden. It is not a mystery: be yourself. It’s just a microphone. Of course, it’s taking what you say and saving it for posterity, but that’s beside the point – just be yourself. That’s all.”

How To Shake Off The Fear Dust And Be 100% You While Podcasting With Patrice Sikora [Matt Halloran, Top Advisor Marketing Podcast]

Building a niche practice only works when you learn how to say ‘no’ [Article]:

“Sometimes an inbound inquiry from a near-fit but lucrative potential client flags a transition point for your business — an opportunity to expand to a parallel niche. Other times, it represents a very real trap. When you expand into adjacent niches before really owning the initial niche you planned to develop, you dilute your value proposition and push yourself back toward the generalist practice.”

To Build A Thriving Niche Practice, Learn When To Say No [Joe Elsasser, ThinkAdvisor]

Which piece of content did you like? Comment below!

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