Weekend Content for New Planners

Weekend Content for New Financial Planners (May 14-15, 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.

Why to share your “Why” in your marketing [Article]:

“People don’t share your vision if they merely know what you do or how you do it. They share your vision, and will follow you, if they know why you do what you do. ‘Why’ is your belief. ‘How’ is the action you undertake to realize your belief as you do your job. ‘What’ is the result of your actions; the financial plans you create, the solutions you provide, and the advice you dispense.

There’s little or no differentiation in the what or the how among financial advisors. Differentiation is in the why. Don’t just be a financial advisor with good products and good solutions. Be a financial advisor with a cause. A well-stated why will decommoditize you.”

Be Forthcoming About Why You Became A Financial Advisor [Don Connelly, FA-Mag.com]

The Perfect RIA’s Matthew Jarvis on the art of managing client expectations [Podcast]:

“When the accounts are looking good and the clients are happy, celebrate with the client, but always use these opportunities to set expectations. During the good times ask ‘We love it when the markets go up, but what happens when they go down? Are you prepared for things to move in a different direction?’ This doesn’t have to be an hour-long conversation in the weeds.”

Managing Client Expectations [Matthew Jarvis, The Perfect RIA]

Measure Twice Money’s Cody Garrett pulls back the curtain on his exceptional first year in business [Twitter Thread]:

Cody’s episode on Michael Kitces’ podcast for additional context.

Carl Richards on believing in your content, simplifying your messaging, and more [Video]:

Jolt! 2022: Carl Richards on Simplifying Financial Jargon to Improve Client Communications [David Armstrong, WealthManagement Informa]

BLatinX Internship Program co-founder Luis Rosa on opportunities for aspiring financial planners and career-changers [Video]:

Which piece of content did you like? Comment below!

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