Weekend Content for New Planners

Weekend Content for New Financial Planners (July 17-18, 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.

If you’re an overachiever looking for a way to boost your productivity or, alternatively, on the edge of burnout, 2X New York Times bestselling author Greg McKeown covers how to make your work feel “Effortless” [Podcast]:

“What gradual pace can I sustain? So, once you’ve begun, you need to have not only lower bounds, for example, ‘every day I’m going to open my Google Doc that has my book manuscript in it.’ That’s the lower bound. But you also have to have an upper bound.

(Image Source: Forbes.com)

What I found is that it needed to be something like no more than 3 hours of working on the book. If you work on it for 5, 6, 7 hours you end up getting diminishing returns, or even negative returns. Or you become very intermittent in your action because it’s just too much. And then your brain gets sore and you put it off for a week or two. And so what you want is sustainable, so that you can do it day in and day out.”

Greg McKeown | How to Make What Matters Effortless [Jordan Harbinger, The Jordan Harbinger Show]

Shake Shack founder and famed restaurateur Danny Meyer on why everyone is in the hospitality business and how to deliver it to your clients [Podcast]:

“Hospitality exists when you believe that the person on the other side of the transaction is on your side, when you trust that they’re on your side. It really starts with the people you work with.”

Danny Meyer: Hospitality and Humanity [Shane Parrish, The Knowledge Project]

XPRIZE’s Peter Diamandis and Dan Sullivan discuss today’s biotech and longevity breakthroughs now adding years to the human healthspan and touch on some potential implications for financial planning [Podcast]:

“I think another implication of thirty years of additional life is going to be incredibly valuable to governments. Because, if all of a sudden, you’re not retiring at 60 or 65, if you’re a productive member of the economy, and paying taxes and earning revenues and increasing your income, that would transform the entire global economy.”

Episode 105: Living Past 100 Years [Peter Diamandis, Exponential Wisdom]

Ways to boost your engagement on social media, ultimately boosting your content’s performance [Article]:

“Social media is a facet of your digital presence. It provides advisors with a variety of business and brand-building benefits. For example, 78% of sales associates that use social media outperform peers that don’t. Not to mention, social media is one of the first places customers look to interact with their chosen brand.

Unfortunately, many advisors miss out on these advantages with a passive approach to social media. Social media is not another location to check the box for your content to be shared. Improved performance requires engagement — successful users are social.

This is why social media platforms track engagement as an indicator of your success. So, what exactly is measured, and how do you improve engagement?”

12 Ways To Skyrocket Engagement Using Social Media Comments [Stuart Farst, LeadPilot.io]

If you’re talking, you’re losing [Article]:

“I asked this question: “How would you like to proceed?”

They said they’d like a proposal. I then said: “I have two forms of proposals. One is a long form that explains in detail what we do. The other is a short form, done using Quickbooks Online. It just lists the services we provide and our fee. Which would you prefer?”

They wanted the short form. I provided it within an hour of ending the call. They signed it the same day.

Here are the lessons learned from this story.”

Abandon Your Agenda [Dan Solin, Advisor Perspectives]

Tactics for artfully asking for referrals [Article]:

“You are right to review the 90% who are not making introductions. But first reframe your view on this to the fact that you want to help those they care about. You want to make others aware of the excellent work you do, and you want to provide support to people in their universe who need it.”

The Art Of Obtaining Introductions From Clients [Beverly Flaxington, Advisor Perspectives]

Which piece of content did you like? Comment below!

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