Weekend Content for New Planners

Weekend Content for New Financial Planners (June 18-19, 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.

How Rianka Dorsainvil differentiates her firm, her definition of advisor alpha, and how authenticity actually creates a competitive advantage [Video]:

Rianka Dorsainvil On How Advisors Can Stand Out From The Crowd [Matt Ackerman, Integrated Partners]

Adam Cmejla on gaining conviction from becoming highly specialized [Podcast]:

“The amount of additional information that we as a firm know about optometry isn’t an excessive amount of information, but it’s the right amount of information that makes all the difference in the world for our clients.”

If they schedule a triage call with me and I’m having a conversation to determine whether they’re a fit for our firm or not, and they’re already working with an advisor, I’ll say to them:

‘Dr. Prospect, the difference between our firm and any other advisory firm that’s in the country is that what they view as world-class planning is table stakes for us. The difference between our firm and every other advisory firm is that we know what strategies and concepts to consider for your situation proactively before either you or your advisor has thought to think of them.'”

Why You Shouldn’t Fear Specialization With Adam Cmejla [Reese Harper, Elementality]

How to build your own “Mentor Network” [Article]:

“Motivational speaker Jim Rohn is famously quoted as saying: ‘You are the average of the five people you spend the most time with.’

Take a moment and jot down the names of the five people you spend the most time with. Are they people you aspire to be like? Do they have the characteristics you want in your life and your career? Do they influence you in a positive way? Can they help you improve your professional and personal life?

The Sum Of Five: The Levels Of Building Your Mentor Network [Ana Trujillo Limon, Carson Group]

The benefits of joining a community of your peers and how to clear “head trash” when making changes to your practice [Podcast or Video]:

Doing What Works [Matthew Jarvis and Micah Shilanski, The Perfect RIA]

Before heading out on vacation, a review of out-of-office etiquette [Article]:

“Not only will this afford you a more relaxing vacation with the knowledge that nothing is falling through the cracks in your absence, but it will also show your teammates and the firm’s clients how prepared and thoughtful you are. If you have client facing/relationship management responsibilities, it is also helpful to let your clients know beforehand when you will be gone and who will serve as their point of contact.”

How To Prepare For Time Out Of The Office Like A Pro [Caleb Brown, New Planner Recruiting]

Which piece of content did you like? Comment below!

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