Weekend Content for New Planners

Weekend Content for New Financial Planners (March 27-28, 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.

Define Financial’s Taylor Schulte explains how to improve your website’s user experience (UX) before Google’s new SEO ranking signal rolls out in May, why UX is important even to those who rely on non-digital/traditional marketing tactics, and three ways to improve your website’s UX with minimal effort [Podcast: 47-minutes]:

“Simply put, if Google determines your web page users are having a bad experience online, then your organic search traffic is likely going to suffer.

UX is still wildly important – even if you don’t care about digital marketing. Perhaps, you spend most of your time on centers of influence (COI) marketing, client-referral strategies, cold-calling, or seminars. All of those activities take place off-line, but you better believe they’re still going to take a trip to your website to do more research or even validate something they heard you, a client, or a COI say.

3 User Experience (UX) Improvements I Made To Boost Web Traffic In 2021 [Taylor Schulte, Experiments In Advisor Marketing]

Peter Lazaroff shares his writing process, where to focus when beginning to produce your own content, and what advisors tend to get wrong when advising clients [Podcast: 30-minutes]:

“I think oftentimes when you watch those whose jobs it is to purely produce content, it’s the wrong benchmark. If you try to be a master of all things at once – master one thing. If it’s writing, don’t worry about social media until you’ve mastered writing and email. Or if it’s social media master that. Or if it’s video, you know what’s easiest. You can try out a few things at first but you definitely don’t want to go for mastering them all at the same time. Eventually, you find your niche. You know what’s possible to fit into your schedule. You know what you enjoy.”

How Advisors Can Make Money Simple For Client‪s‬ [Alex Cavalieri, The Advisor Lab]

Perhaps an underappreciated factor when identifying mentors:

When making a career change during the pandemic, be explicit about how your skills transfer [WSJ ($) Article: 3-minute read]:

“Job-seekers intent on a career pivot need to persuade employers that their achievements in one industry can translate into wins in another. With a herd of applicants vying for each opening, now is not the time to expect hiring managers to make the connection between your past and your potential on their own.

People are not going to notice your transferable skills unless you articulate them up front,’ Jane Oates, president of unemployment-focused nonprofit WorkingNation, said at The Wall Street Journal Job Summit.‘”

Yes, You Have Transferable Skills— Here’s How You Can Show Employers [Kathryn Dill, The Wall Street Journal]

Twenty Over Ten’s Samantha Russell on five social media mistakes she sees from financial advisors [Video: 7-minutes]:

5 Social Media Mistakes Advisors Most Often Make [Samantha Russell, Twenty Over Ten]

How to re-frame your salary negotiation from former FBI hostage negotiator Chris Voss [Video: 3-minutes]:

How To Negotiate Your Salary [Chris Voss, The Black Swan Group]

What topic resonated with you? Comment below!

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