Weekend Content for New Planners

Weekend Content for New Financial Planners (July 30-31, 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.

A marketing “messaging formula” for messaging that’s differentiating, memorable, and easy to communicate [Article]:

“Most financial advisors look and sound the same. To a prospect, you offer the same basic services, such as financial planning, investment management, and retirement planning.

How do you communicate a message that clearly differentiates you from the competition, making it easier for prospects to know you are the right advisor for them? You develop a marketing message that is simple, clear, and easy to remember. And you communicate this message consistently.”

How Financial Advisors Can Make Their Marketing Message Stand Out [Kristen Luke, Advisor Perspectives]

Some unconventional entrepreneurship advice from Travis Gatzmeier [Twitter Thread]:

“Feelings are not facts,” or how Brian Thompson got comfortable with narrowing his niche [Video]:

Overcoming The Fears Of Working For A Narrow Client Niche [Carl Richards, The Society Of Advice]

New Planner Recruiting’s Caleb Brown on what to say – and not say – if you are working with clients in your first bear market [Video]:

Navigating Your First Bear Market As A New Planner [Caleb Brown, New Planner Recruiting]

Brendan Frazier with strategies and principles for advisors after experiencing “the moment” [Article]:

“‘The moment’ is different for everybody.

But what happens after ‘the moment’ is universal.

The realization that none of your trainings, designations, or certifications prepared you for this.

You can calculate and explain the merits of a Roth conversion with the best of them.

But how do you help clients peacefully navigate a plummeting market without making a decision that will derail their future?

That requires moving beyond numbers and spreadsheets and into the human side of money.

It’s a completely different skill set. One that most advisors simply don’t have. And one with which most readily admit they don’t know where to begin.”

10 Insights To Master The Human Side Of Advice [Brendan Frazier, Advisor Perspectives]

Which piece of content did you like? Comment below!

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