Weekend Content for New Planners

Weekend Content for New Financial Planners (March 12-13, 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.

10X IRONMAN guide for blind triathletes and Avantis Investors Vice President Caroline Gaynor sat down with NAPFA’s Marie Swift to share lessons learned from her athletic endeavors that equally apply to serving planning clients including [Podcast]:

  • Anticipating obstacles on your journey
  • Not being defined by failure
  • Maintaining focus in difficult environments

“I was feeling really, really good. Then, about halfway through the swim, I took a stroke and noticed that our tether was no longer there. … Suddenly, I’m not connected to this woman that I’m racing with who I’m supposed to get safely to the finish line.

I had to think ‘What do I do here?’ I just didn’t know whether I should stop and just ask for help, whether I should call it quits, but the one thing I knew was as long as she was safe, our number one goal was to get to that finish line. So, I ended up grabbing the end of that tether and sort of jump roping it out of the water, if you can envision that. And we did end up finishing the swim.

I feel like every single race, and I feel like this is the same in so many different scenarios in life, in every race there’s a curveball. I think that is similar to every investor, or any advisor working with clients. There’s always going to be a curveball – whether it’s in the markets or a personal situation. I think it’s overcoming those obstacles and pushing through and persevering that allows people to actually succeed.”

“It’s Not About You: Lessons Learned From Serving As A Guide For Sight Impaired Athletes” With Caroline Gaynor [Marie Swift, Mindset Mastery]

Michael Kitces with a retweet reminder to expect surprises on your journey and for your actual path to vary from the plan:

ICYMI: Morgan Housel on why having low expectations is actually a superpower and “failure” is likely a prerequisite for success [Article]:

“It’s not easy, because the knee-jerk way to set expectations is to anchor to what everyone else has right now. But imagine the tragedy of unbelievable progress throughout your life and enjoying none of it because you expected all of it.”

Low Expectations [Morgan Housel, Collaborative Fund]

How to attract prospects with your “Why” [Article]:

“For many advisers, the ‘why’ is where they get the chance to set themselves apart. Often, there’s a backstory or personal connection that allows advisers to understand the needs of their core clientele. This, in turn, helps them build genuine relationships that are centered around a shared interest.”

Creating Connections: How Answering The ‘Why’ Can Attract Prospects [Kristine McManus, InvestmentNews]

The benefits of “mastermind” groups and how to join or start one [Article]:

“When I look back over the last two years, my mastermind group has been essential to my career growth, increase in confidence and support system. I have formed meaningful friendships and am grateful to have such a strong group of women that I look forward to seeing each month. It took some time to get our group up and running, but it has been so worth it!”

Finding Your Financial Planning Home Via Study Or Mastermind Groups [Haley Tolitsky, Advisor News]

Website KPIs worth tracking and a beginner’s guide to Google Analytics [Article]:

“If you want to improve your website and make sure it’s performing as it should be, it’s important to consistently audit what works and what doesn’t. To do this, it’s important to know what Key Performance Indicators (KPIs) you should be looking at to ensure your website is performing well.”

Top 5 Website Key Performance Indicators Financial Advisors Should Be Tracking [Blair Kelly, Twenty Over Ten]

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 *