Weekend Content for New Planners

Weekend Content for New Financial Planners (June 4-5, 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.

Taylor Schulte on “The 3-Year Rule,” overcoming perfectionism, marketing budgets, and more [Video]:

Taylor Schulte On The Importance Of Patience And Focus In Advisor Marketing [David Armstrong, WealthManagement.com]

As Taylor recommended above, it doesn’t have to be perfect to get started; press publish and improve along the way as Thomas Kopelman and Treyton Devore documented with their video content:

Anjali Jariwala on the importance of simplified messaging, how to make sales conversations smoother, and more [Video]:

How To Create A Website That Serves Your Ideal Client (With Anjali Jariwala) [Dasarte Yarnway, Short Takes]

Brittney Castro with the mindset shift for allocating more resources towards content marketing [Video]:

Jolt! 2022: Brittney Castro On Creating Killer Content Marketing Plans For Advisors [Timothy Welsh, WealthManagement.com]

Why content marketing actually works [Article]:

“Before someone hands you their life savings, they need to trust you 100%. This means that they’ll shop around, do the research, and then choose the adviser that suits them best.

John Anderson, managing director at SEI Investments, said it best when he said, ‘A friend or family member isn’t just going to call based on the referral. They’re going to check out an advisor’s website, social media, and any content they’ve created.

Use content to show your prospects that they can trust you and that you’re the best (and only) option if they want an adviser who’s a perfect fit for their financial needs.”

Win Clients With Great Financial Content [Nicolle Cruz, Snappy Kraken]

Jen Dawson’s marketing presentations tactics including why she doesn’t lead with technical topics, her uncommon “takeaway” metric, and more [Podcast]:

“I can, and do, presentations about financial topics. But, my favorite topics to speak on are more about what’s really important to them. Like kids. Like teaching their kids the value of money. Or how do you raise financially responsible kids?”

Every Reason To Build A Hyper-Focused Niche Practice With Jen Dawson (Ep. 363) [Matt Halloran, Top Advisor Marketing Podcast]

Like Jen Dawson’s presentations (above) that focus on financial planning’s “benefits versus features,” Brendan Frazier drives it home:

Which piece of content did you like? Comment below!

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