Weekend Content for New Planners

Weekend Content for New Financial Planners (May 21-22, 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.

Stacking Benjamins Joe Saul-Sehy covers a wide range of interesting topics including [Podcast]:

  • The unique way he positioned the Stacking Benjamins podcast
  • The counterintuitive reason why clients fire their advisors
  • The logic behind Joe’s client visualization exercise
  • And more…

“It was trial and error. When I was a financial planner, we would set up goals and then we would meet again next time and people weren’t even paying attention to those goals. It’s the same thing with New Year resolutions, right?… I think the reason is that real life gets in the way of these big time goals.”

A short clip from the episode [Video]:

Enjoying Your Financial Journey With Joe Saul-Sehy [Matt Reiner, Bridging The Gap]

An awesome episode featuring Eric and Kali Roberge that provides firm owners’ perspectives on the hiring process for a small RIA and tips for job-seekers [Podcast]:

“Know the firm that you are looking to work with and know the kind of planning they do; because we say ‘financial planning,’ [but] you ask 10 different advisors what that means, what that looks like in their firm, they are going to give you 12 different answers. It’s so variable. So, really understand the planning that the firm you are looking to join is trying to do.

And I think, just be proactive. Jump in there and say ‘What can I do? How can I help in this new way?’ Volunteer ideas. At least, for us, that was a big thing.”

What Firm Owners Look For In Their First Hire With Kali And Eric Roberge [Caleb Brown, New Planner Podcast]

Brendan Frazier with tactics for increasing client implementation and podcast episodes on the human side of advice [Twitter Threads]:

When content marketing seems overwhelming, an easy-to-implement strategy [Video]:

One Simple Content Strategy Can Help Improve Client Acquisition (With Samantha Russell) [Dasarte Yarnway, Short Takes]

Alex Cavalieri with the principles behind great content for volatile markets, including repurposing, using visuals, storytelling, and more [Video]:

5 Advisors / Wealth Management Firms Crushing It With Content In Times Of Volatility [Alex Cavalieri, Inside The Strategy]

Which piece of content did you like? Comment below!

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