Weekend Content for New Planners

Weekend Content for New Financial Planners (March 20-21, 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.

[ICYMI] Shorebridge Wealth Management financial advisor and author Ashby Daniels takes us through his approach to personal branding, how he thinks about content marketing, and the benefits of “learning in public” [Podcast: 32-minutes]:

“When I started writing on my blog, which I guess is the essence of the personal band that most people would associate with me, I really did it as more of a way to be in constant communication with my clients. … I just think it’s super-valuable to have a way to disseminate your ideas to them. To let them know what you’re thinking about, as you’re thinking about it. …

And why that’s important is because one of the main ways that many of us advisors get new clients is through the process of referrals. Well, the one way that you can get a lot of referrals is constantly being top of mind with your clients. For me, at least, the easiest way to have done that was to write.”

Say What You Think With Ashby Daniels, CFP® [Matt Fizell, Financial Planning Association]

Morgan Housel on respecting “the most convenient size” as applied to business growth, investment performance, and career development [Article: 7-minute read]:

“‘For every type of animal there is a most convenient size, and a change in size inevitably carries with it a change of form,’ Haldane wrote.

A most convenient size.

A proper state where things work well, but break when you try to scale them into a different size or speed.

Too Much, Too Soon, Too Fast [Morgan Housel, Collaborative Fund]

Twenty Over Ten’s Blair Kelly dives into the importance of blogging and vlogging, differences between the two forms of content marketing, and tips for executing both [Article: 8-minute read]:

“Like many things, it depends on your firm and what you are trying to accomplish. What is the topic that you have chosen and who is your audience? What resources do you have available? If you can blog while also vlogging, that would be the best solution, as they supplement each other well. “

Blogging vs. Vlogging: Which One Is Better For Your Advisory Firm? [Blair Kelly, Twenty Over Ten]

New York Times best-selling author and President of Evidence Based Advisor Marketing and Solin Strategic, LLC, Dan Solin shares how to connect better with prospects to build more meaningful relationships and increase your conversion rate [Podcast: 53-minutes]:

“The basic misconception that advisors and perhaps people in other fields have is that expertise is what causes people to hire you. So, advisors spend a lot of time on their websites and elsewhere touting their expertise. When you look at websites, they’re just filled with data and processes and all of the things that they will do and can do for clients. But the research is quite to the contrary.”

Dan Solin On The Art & Science Of Creating Meaningful Business Relationships [David DeCelle, ModelFA]

OpenAI co-founder and CEO Sam Altman on artificial intelligence’s impact on capitalism over the coming years and a suggested plan forward [Article: 14-minute read]:

“A great future isn’t complicated: we need technology to create more wealth, and policy to fairly distribute it. Everything necessary will be cheap, and everyone will have enough money to be able to afford it. As this system will be enormously popular, policymakers who embrace it early will be rewarded: they will themselves become enormously popular.”

Moore’s Law For Everything [Sam Altman, SamAltman.com]

What topic resonated with you? Comment below!

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