Weekend Content for New Planners

Weekend Content for New Financial Planners (May 1-2 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.

Co-founder and President of Journey Strategic Wealth, Penny Phillips shares:

  • how to know when to double down on current marketing strategies versus experimenting with new social media platforms
  • what differentiates advisors who actually implement new marketing tactics and best practices
  • the trends successful advisory firms of the future will be capitalizing on

…and more, in this podcast with FMG Suite’s Samantha Russell [Podcast: 42-minutes]:

“Every single day, it’s like ‘Get on Clubhouse. Do this Podcast.’ To some extent you have to double down on what you’re really good at. And if you’re getting some traction with something – stick to it and if everybody is jumping and going on Clubhouse, it’s okay to stick with what works for you for a little bit. So, it really comes down to being comfortable evolving, but at some point really knowing where your strength is. And if that is in blogging and emailing those blogs, then go for it. The minute you start to feel like you’re losing traction, that’s when you start looking for another outlet.”

What Advisors Need To Be Successful [Samantha Russell, FMG Suite]

Stephanie Bogan on ditching any lingering belief that you have to have the “right answer” to a financial plan (versus presenting options) and gaining more trust in the process [Article: 5-minute read]

“This is a very different conversation than, ‘Based on these inputs, it looks as if we need to push out retirement another three years. Can you save more? Spend less? What would the long-term portfolio look like if you didn’t buy that RV this summer? Let’s find the plan that feels most comfortable to you.'”

How To Be A Trusted Adviser [Stephanie Bogan, InvestmentNews.com]

Email marketing subscriber trends you may be missing if you’re not checking these metrics [Article: 7-minute read]:

“Taking a good hard look at email metrics is something people tend to skip when their to-do list is piling up because, in a never-ending world of completing tasks, it makes more sense to draft another email and get it out the door, right? Wrong! Digging into your email metrics will help you in the long run because you’ll know exactly what’s working, what’s not, and where you can make improvements. You’re already putting in the time and effort to craft your email content, so let’s make sure you’re maximizing your returns.”

Five Email Metrics You Need To Be Tracking As A Financial Advisor [Lindsey White, XY Planning Network]

A few tweaks to your LinkedIn strategy to boost your ROI on the highest-converting social media platform [Article: 6-minute read]:

“Poor performance on social media is usually a result of one of the worst mistakes advisors make – focusing on themselves. Think about the posts you’ve clicked on. They caught your attention because they had to do with something you were experiencing. Successful posts position themselves as a solution to their audience’s problems.”

The Worst Mistakes Advisors Make on LinkedIn [Samantha Russell, Advisor Perspectives]

In a similar vein, the FPA externship beginning in June offers an opportunity to learn from 25 experienced advisors (and gain 180-hours of CFP Board experience):

“Our goal with this externship is to support students, new professionals, career changers, experienced professionals and those who are entirely new to financial planning – with unique insights into the profession. No experience necessary. All are welcome.

You’ll get the opportunity to see how financial planning is applied in diverse financial planning firms, and with diverse clientele, so you can finally see yourself in the profession.

Registration: https://fpaexternship.org/

How to actually leverage emotional intelligence during client meetings as you combine it with your technical expertise [5-minute read]:

The questions I have fielded included: How do I effectively pursue my agenda with a client when I am supposed to focus on listening? How do I capture important ideas when I am staying attentive to what the client is saying? I don’t want to miss important points. What do you do when you really don’t care about what a client is saying? My mind tends to wander. How do I help a team member answer the right question when they don’t seem to be paying enough attention to the conversation? The answers to these questions and those like them lie in the importance of combining emotional intelligence (EQ) with technical expertise (IQ).

Improving Your Empathy and Listening Skills [Beverly Flaxington, Advisor Perspectives]

Which piece of content did you like? Comment below!

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