Weekend Content for New Planners

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

International bestselling author, executive coach, and psychologist Dr. Moira Somers speaks with Dr. Daniel Crosby about [Podcast]:

  • How to deploy “Rational Compassion”
  • Key drivers to giving advice that sticks
  • The scope of emotion’s role in planning
  • And more…

“I used to be a little indignant about the possibility that maybe I wasn’t being effective and [I was like] ‘Wait, a minute, I don’t have control over what they do.’ But you realize, yeah you don’t have control, but you’ve got huge amounts of influence. And you can enlist them as implementation partners regularly through the course of the meeting.”

Dr. Moira Somers – Giving Financial Advice That Sticks [Dr. Daniel Crosby, Standard Deviations]

Phil Bak with advice on how to unlock the power of Twitter and mitigate its drawbacks [Article]:

“But the good, the good of Twitter, it’s just so good. You can’t just open the app and get the good, it doesn’t work that way. You need to curate, to discover, to search, to interact. You need to invest the time to unlock the good.”

On The Twitter [Phil Bak, BakStak]

Snappy Kraken’s Angel Gonzalez on the art and science of staying top of mind with prospective clients [Article]:

“There’s much going on in our lives. With overwhelming noise, our brains have two ways of deciding without weighing all the information: heuristics and biases. That sounds like a bad thing – making decisions without considering all of the information. But think about it: With the amount of information available to us today, would we ever get around to anything if we had to incorporate every piece of data we could access?

Whether we realize it or not, we largely rely on heuristics and biases to make decisions, often defaulting to things we’re familiar with (familiarity bias) or have interacted with recently (recency bias).”

How Top Brands (And Advisors) Stay Top Of Mind [Angel Gonzalez, Advisor Perspectives]

An Altruist short featuring Twenty Over Ten’s Samantha Russell on a few mindset shifts and tactics for targeted marketing [Video]:

How Emerging Advisors Can Successfully Target Their Specific Audience With Samantha Russell [Dasarte Yarnway, Short Takes]

For very new climbers, a few milestones Caleb Brown recommends to track progress [Video]:

What You Should Know After 6 Months As A Financial Planner [Caleb Brown, New Planner Recruiting]

A review of Simon Sinek’s “golden circle” to build better rapport with clients [Article]:

“I’ve found that even if we don’t have a shared interest, telling a story that reveals something personal, like a hobby or an experience, builds a stronger relationship and generates good feelings. Asking questions and genuinely listening help an advisor answer two of the inevitable questions that clients wonder about their advisor: “Do I matter to you?” and “Do you get me?” These questions lurk in the back of every client’s mind. They confirm the old adage that people don’t care how much you know until they know how much you care. That is why I coach advisors to make sure they are answering these questions in every conversation.”

Do Your Clients Know These Three Things About You? [Kenneth Haman, Advisor Perspectives]

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 *