Weekend Content for New Planners

Weekend Content for New Financial Planners (March 26-27, 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.

Altruist Senior Content Manager Shabana Siyed on all things brand-building including [Podcast]:

  • Common mistakes to avoid as you build your brand
  • How to attract clients you want to work with
  • Appropriate expectations for social media performance

“You’re really showing up as you are, which also gives them that space for them to show up as they are, too. You’re able to have those deeper conversations and cultivate a stronger and longer relationship. Then, at that point, it starts to feel more like you’re partners in it. You can really be their advocate. You can really show up for them. You’ve got their back. It just takes it to a whole other level.”

EP 20: Best Tips On Building Brand Equity With Shabana Siyed [Dasarte Yarnway, Pay Me In Equity]

How Sonya Dreizler overcame impostor syndrome [Tweet]:

Joy Lere on the connection between “holistic wellbeing” and personal finance, empathy as a superpower, and more [Podcast or YouTube]:

“We believe that when you can have better conversations with your clients that’s going to lead to better decisions and ultimately better outcomes for them and in turn for you as an advisor.

Here’s the thing about human behavior and why we believe it’s so important to start to move beyond biases: it can be so easy to look at someone’s behavior on the outside and say ‘That does not make sense. I would not do that. Why are they doing that?’ and really look through it with a negative, judgmental lens.

I think even some of the language that we use within the industry about something being irrational – that can be kind of pathologizing and in some people induce shame. I can tell you a state of shame is not going to inspire someone to make changes. It’s actually going to lead them to shut down.”

The Importance Of Holistic Wellbeing With Joy Lere And Peter Lazaroff [Peter Lazaroff, The Long Term Investor]

The principles behind effective email subject lines and mistakes to avoid [Article]:

“Creating an attention-grabbing subject line is a critical first step to getting your contact to open your email. A creative subject line will not only capture your reader’s attention but will make them curious enough about the content of your message to want to open and read it. This is important in your regular interaction with clients. But it is also essential when it comes to lead nurturing in your marketing campaigns.”

Subject Lines That Get Your Email Opened And Read [Crystal Butler, Advisor Perspectives]

Career-building strategies [Twitter Thread]:

Which piece of content did you like? Comment below!

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