Weekend Content for New Planners

Weekend Content for New Financial Planners (June 5-6 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.

Brian Portnoy explains “funded contentment,” the happiness equation, and how he defines the modern advisor [Video: 14-minutes]:

How To Use A Purpose-Based Financial Planning Approach / Grow Episode 46 [Dasarte Yarnway, Altruist]

Lessons from growing to $100 AUM in 4 years [Twitter thread]:

Thread Link

Lessons From The Past 4 Years [Kyle Moore, Quarry Hill]

How to “humanize” the sales process by personalizing “cold” emails with minimal time investment [Podcast: 53-minutes]:

“You’re talking about the great sales mystery of over qualifying versus under qualifying and making sure that you’re straddling those two. The first introductory paragraph, I can pull that through as many emails as I need to, but it does not take that long to visit a website and understand where this fits in. There are strategic level partnerships that I work with where that may be more complex, but in general, bounce off to the website. And the demonstration of due diligence is as important as anything, as the value proposition.”

Jonathan Pack On Humanizing Sales Conversations [David DeCelle, ModelFA]

Addition by subtraction – or how to improve your schedule by relentlessly ditching small projects (and only accepting “home runs”) [Article: 4-minute read]:

“I recently came across the following Nature article, “People systematically overlook subtractive changes.” From the abstract:

“Here we show that people systematically default to searching for additive transformations, and consequently overlook subtractive transformations. Across eight experiments, participants were less likely to identify advantageous subtractive changes … Defaulting to searches for additive changes may be one reason that people struggle to mitigate overburdened schedules, institutional red tape and damaging effects on the planet.”

This research fits into the theme of books such as EssenialismThe ONE Thing or Hell Yeah or No. When we want to improve life, we think of adding things–new goals, efforts and commitments. Removing things to improve life is often overlooked.”

Make Your Life Better By Doing Less [Scott Young, ScottHYoung.com]

A good reminder to help clients balance their long-term goals with fully enjoying the present [Article: 4-minute read]

“But now, this fall is too late and my client will never get the chance to enjoy the addition he worked so hard to plan for. I know he’s not looking down complaining about the life he lived, but I wish he could have lived out one of his final goals. He had achieved it. We just took a little too long to take action and put the contractors to work. Maybe the inaction will be a blessing in disguise. Only time will tell, but I often talk about minimizing regret and I fear he regrets not building his addition sooner. I will do my best to make sure no one else waits too long to live out the goals they’ve reached.

Build The Addition [Justin Castelli, All About Your Benjamins]

Which piece of content did you like? Comment below!

Follow me on social media for the latest updates:

Leave a Reply

Your email address will not be published. Required fields are marked *