Weekend Content for New Planners

Weekend Content for New Financial Planners (March 11-12, 2023)

“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.

Plancorp’s Chief Planning Officer Brian King covers the most notable planning opportunities from SECURE Act 2.0 (both for pre-retirees and early accumulators) [Podcast or Video]:

“It includes many more provisions (than SECURE Act 1.0). It’s a longer bill. There are more things to think about. (Though our perspective, and I think the perspective that you will hear from others, is that there is no one, single provision that rises to the level of the death of the ‘Stretch IRA’ that came out of the first bill in 2019.)”

Planning Opportunities From SECURE 2.0 Act [Peter Lazaroff, The Long Term Investor]

A helpful framework from Carl Richards on how to work through difficult market environments [Video]:

“In a scary environment, take micro-actions because they’re micro-scary. … This navigation cycle is super sped up in uncertain environments.”

Navigating Risk & Uncertainty [Carl Richards, The Society Of Advice]

New Planner Recruiting’s Caleb Brown with advice on steps to take to follow up after an interview [Video]:

Protocol For Following Up After An Interview [Caleb Brown, New Planner Recruiting]

How to create sustainable productivity [Article]:

“In the short term, the subjective and objective views of productivity often coincide. It usually is the case that when we’re subjectively productive, more work is actually getting done.”

The Key To Sustainable Productivity [Scott Young, ScottHYoung.com]

The cost of burnout and how to prevent it [Article]:

“Anyone can experience burnout. How you work, how much you work, and the nature of your work will influence whether you experience symptoms of burnout and the degree to which they impact or impair you. The dose and drug matter. Professionals in careers where they are on the front lines of taking responsibility for the welfare of others are particularly susceptible to this phenomenon. Jobs that are high-pressure, high-stakes are common culprits. If a human is required to function in overdrive for longer than the body is designed to be in a state of emergency, the unsustainable pace will take its toll.

Burnout is a serious problem that we can’t afford to ignore or downplay. It hurts individuals and is bad for business. It is also a risk for the people you serve.”

Burned. [Joy Lere, Finding Joy]

Which was your favorite takeaway? Comment below!

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