Weekend Content for New Planners

Weekend Content for New Financial Planners (June 19-20, 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.

Michael Kitces guests on the InvestmentNews podcast and covers:

  • what factors contribute to a bonafide niche today (versus differentiators that are becoming ubiquitous)
  • the actual driver of a shift away from the AUM model (and why it’s not a broken model)
  • thoughts on cryptocurrencies [Podcast: 71-minutes]:

“For any individual advisor, the question becomes: How are you going to be better than the competition to win more than your share? How are you going to be different than your competition to win more than your share? Or, are you just going to sail in bluer oceans that aren’t so bloody red with competition?

And so we’re seeing that evolve: the rise of niches, firms reinvesting in their value proposition to be better, and all of this explosiveness in fee-for-service models to serve non-AUM clients who aren’t being served.”

Going Long With Michael Kitces And Ben Harrison [Jeff Benjamin & Bruce Kelly, The InvestmentNews Podcast]

Jared Machen highlights all of the benefits of the burgeoning paraplanner career path [36-minutes]:

“I got to review plans for divorcees, tech executives, self-employed therapists, and business owners in various other demographics. Getting exposure to different client situations really helps you grow and learn different parts of the planning process. …On top of just learning how to be a better planner, you learn how to run a better planning business.”

Unsung Benefits Of The Paraplanning Path [Matt Fizell, You’re A Financial Planner…Now What?]

New Planner Recruiting’s Caleb Brown shares the upside of beginning your career with a small firm [Video: 3-minutes]:

3 Benefits Of Starting Your Career With A Small Firm [Caleb Brown, New Planner Recruiting]

How to optimize your LinkedIn content to better leverage today’s LinkedIn algorithm [Video: 6-minutes]:

LinkedIn Algorithm 2021| How To Hack The Algorithm So More People Find Your Profile & See Your Posts [Samantha Russell, Twenty Over Ten]

The trait that is a better predictor of a successful performance than talent or mindset – and helps you enter “flow state” [Article: 4-minute read]:

“We all want to perform our best when opportunities come our way. So why is it that some people can consistently tap into their highest potential on command while others flounder? Do these founders and visionaries think differently than us mortals? Is it their genetics? Perhaps they take truckloads of nootropics? Or do they just have the perfect playlist for getting hyped streaming in their earbuds at exactly the right time?

Turns out it’s something else entirely. According to new research published in the journal Music & Science, the biggest factor in overall performance for artists isn’t mindset, vision, or even a perfectly manicured bullet journal.”

A Growth Mindset Doesn’t Improve Productivity, But This Does [Nick Wolny, Fast Company]

Which piece of content did you like? Comment below!

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