Weekend Content for New Planners

Weekend Content for New Financial Planners (July 3-5, 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.

An overview of how to best use social media platforms whether your goal is networking with peers/media, top-of-funnel marketing, or advertising [Article]:

“There is a significant difference among the audience members of social media platforms. If you’ve seen little ROI from social media, you are spending too much time or money on the wrong platform. …

Discovering where your audience spends their time is the first step. Creating content that appeals to your audience and fits the tone of their chosen platform is the second. Using data from the Pew Research Center’s 2021 study of social media, we’ll look at the average user of each social media platform to get a sense of the platform’s audience.”

Which Social Media Platforms Drive Leads [Samantha Russell, Advisor Perspectives]

Carl Richards on when to be a “Guide” and when to be a “Defender” with your clients [Podcast]:

“People say things like ‘I’m scared.’ or ‘The market’s down.’ And advisors chirp in, what we love to do is just to spray people with facts and figures. When you’re scared of the storm and you’re blaming the Guide, you are being irrational in that moment – the last thing you want is a lecture.”

Real Financial Planning: Defenders Vs. Guides – A Discussion With Carl Richards [Alex Cavalieri, The Advisor Lab]

A framework for communicating difficult messages [Article]:

“Whether it’s communicating uncomfortable changes to clients, addressing lingering partnership issues or asking your staff to step up their performance, I assure you there’s a way to say what needs to be said in a style that works for you.”

How To Say Anything To A Client [Stephanie Bogan, InvestmentNews.com]

New Planner Recruiting’s Caleb Brown with a few tips to succeed during your first year [Video]:

3 Keys To Success In Your First Year As A Financial Planner [Caleb Brown, New Planner Recruiting]

Wealthsource President Patrick Brewer shares a compilation of his beliefs and learnings from his time in the industry [Twitter thread]:

Thread link.

How to have a better conversation with current and prospective clients (h/t Ashby Daniels):

10 Ways To Have A Better Conversation [Celeste Headlee, TED.com]

Which piece of content did you like? Comment below!

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