Weekend Content for New Planners

Weekend Content for New Financial Planners (May 22-23 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.

How to determine what “enough” looks like for you and your career [Podcast: 35-minutes]:

“The idea of ‘enough’ is something that most financial advisors are talking about with their clients on a pretty regular basis. ‘How much should we be saving for retirement? And how much should be saving for our kid’s education?’ How much is enough both from a savings standpoint and also from an accumulation standpoint because what we’re trying to do as advisors is to deliver some level of confidence or contentment to our clients to let them know ‘Hey, you’re on track. You’re doing alright. Or you’re not. And you need to make some course corrections.’ But I never did that so much with my own firm. And with my own finances.”

“When Is Enough… Enough? With Jeremy Walter, CFP®, CKA® [Matt Fizell, Financial Planning Association]

Why your “Why” is so important and a matrix for categorizing your tasks into high/low-value and high/low-skill to help you identify your “$10k per hour” tasks and delegate more [Video or Podcast: 50-minutes]:

Planting A Single Seed With Khe Hy [Justin Castelli, All About Your Benjamins]

How to use “The Dishwasher Rule” to ensure your clients know what actions you are taking on their behalf and recognize the value you provide [Podcast: 8-minutes]:

“How often do we do work, we do things for a client, check off a box, and never communicate with the client that we actually did that work? The client has no idea that we did or didn’t do that. And that’s what kind of bit me in the butt a little bit.”

Tips From The Trenches – The Dishwasher Rule [Micah Shilanski, The Perfect RIA Podcast]

Drive more referrals from your centers of influence by reverse-engineering what they really want [Article: 3-minute read]:

“The study explored 10 of the key attributes that COIs look for in an advisor. According to the results, the following four are responsible for 61% of the impact in terms of driving referrals: the sense that an advisor ‘has an understanding of my professional goals and objectives,’ ‘has an understanding of my business model,’ ‘has an understanding of my clientele’ and ‘promotes a comfortable and effective working relationship.'”

What COIs Really Want Out Of A Wealth Management Partner [Ben McGloin, WealthManagement.com]

How to get the most out of your webinars and convert attendees into prospective clients [Video: 7-minutes]:

How To Utilize Webinars To Generate New Leads [Samantha Russell, Twenty Over Ten]

Which piece of content did you like? Comment below!

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