Marketing,  Planning Profession,  Sales,  Weekend Content for New Planners

Weekend Content for New Financial Planners (July 25-26, 2020)

“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.

Thinking about financial planning similar to doctors practicing medicine:

Financial advisors obviously aren’t saving lives like doctors do. But financial problems are a leading cause of stress in our lives. And I have to wonder – if more financial advisors started thinking more like doctors would this actually reduce the financial stress that occurs for so many people? My guess is yes.

Should We Treat Financial Advisors More Like Doctors? (Cullen Roche, Pragmatic Capitalism)

How sharing your story through social media content can build your professional reputation (and career):

“Especially for new planners, we’re working now in a world, thanks to social media, we have an ability to tell our story. … I think it’s very important to tell your story and put yourself out there because it allows people to get to know who you are before they ever pick up the phone or send that email to come in and meet with you. It makes your job as an advisor a lot easier. When that first meeting comes in and someone’s been reading your content or following you on social media for a while, they already know what you’re about. They know they want to work with you. So the table’s been flipped: we’re deciding whether that person is a good fit for our firm, we’re not trying to convince them to work with us. We’re trying to decide whether we can really help them. Are we the right fit and would we like working with them.”

Creating A Personal Financial Planning Brand With Content (Justin Castelli & Matt Fizell, Financial Planning Association)

Practicing your “elevator pitch” to effectively communicate your value:

“Here’s the truth. It’s not comfortable. Until you have said it often enough, in different settings, to different people, it will not be comfortable. But once you have, it will be.”

Learning Your Lines (Stephen Wershing, The Client Driven Practice)

Actionable principles for extraordinary social media growth:

That post picked me up thousands of new followers. Just because I think people like a story. They like to connect. They like a human aspect.”

“If you don’t have something to give or you’re not quite sure how to teach, I think one of the best things you can do is to document. Document what you’re working on. What’s working, what’s not working. People love to follow along and learn from the things you’re doing and, again, the things that are working and not working. So I think documenting the journey can be really impactful as well.”

How To Grow Your Instagram From Zero To 80k+ In 18 Months (Taylor Schulte,

Making the most out of working from home by optimizing your preference for being an “integrator” versus “segmentor”:

“Back when you worked at an office, maybe your family dropped by to visit you or you regularly took work home. Or you may have tried to separate home and family, taking work-related calls at work and family-related calls at home. These preferences — known as integration and segmentation — are key factors in the ways we navigate our daily boundaries. Integrators, as the first example above demonstrates, tend to blur work-family boundaries; segmentors, on the other hand, strive to preserve clear ones.

Building Work-Life Boundaries In The WFH Era (Nancy P. Rothbard, Harvard Business Review)

What topic resonated with you? Comment below.

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