Weekend Content for New Planners

Weekend Content for New Financial Planners (May 7-8, 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.

Natalie Taylor’s “Impact Filter” and a “Values-Goals-Behavior” framework for high client buy-in and implementation rates [Podcast]:

“It’s very important to me that my clients take ownership and that it’s their decision, and not mine. So, if they’ve decided that this is the picture of their life that they want to go towards, that these are the core values that are important to them, and that these are the goals they want to pursue, then I can help them know what the action steps would be, what the behaviors would be, to implement that picture. But it’s a picture that they drew. It’s like I gave them the black and white and they colored it in. So, they have ownership over that picture.”

Natalie Taylor – The Client-Centric Future of Financial Advice [Daniel Crosby, Standard Deviations]

Danika Waddell shares how she navigated her early career and the impetus behind deciding to start Xena Financial Planning [Podcast]:

“I really wanted to work with people who were in the middle of their careers. … Working with someone that was 75, that just didn’t resonate as much with me. That’s somebody my parent’s age. I wanted to work with people who are closer to my age that are kind of going through the same things with kids, and planning for college, and saving up to buy their first house…

I just wanted to be able to really focus on those sorts of things, rather than spread myself thin and know everything about every, single stage of life.”

Trusting Yourself To Do The Damn Thing With Danika Waddell [Jess Bost, The Breakthrough Factor]

FMG’s Chief Marketing Officer Susan Theder on better leveraging LinkedIn to attract new clients [Article]:

“Most financial advisors I speak with are either seeing fantastic results from social media—or none at all.

Those seeing none might start to believe it isn’t an effective marketing tool. But that’s far from the truth. In fact, advisors who participated in a 2019 Putnam Investments study said they received an average AUM of $4.9 million from social media initiatives.

…though many of these tips could transfer to other platforms, they are specifically designed for LinkedIn. Why LinkedIn? According to HubSpot, the platform is 277% more effective at generating leads than other social media platforms.”

Linking Up On LinkedIn [Susan Theder, FA-Mag.com]

If you struggle to find your voice as a financial professional, Carl Richards and Sonya Dreizler touch on some of the industry influences that may be affecting you [Video]:

Finding Your Voice As A Financial Professional [Carl Richards, The Society Of Advice]

If the idea of asking your clients for referrals makes you cringe, Penny Phillips shares some tactics that may feel more comfortable [Video]:

How To Get Referrals Without Asking [Penny Phillips, Practice Management With Penny]

Farnam Street’s Shane Parrish on how the ordinary produces the extraordinary [Article]:

“The small choices we make on a daily basis either work for us or against us. One choice puts time on your side. The other ensures it’s working against you. Time amplifies what you feed it. 

On the first day, the difference between the choices that help us and the choices that hurt us isn’t noticeable. But as the days turn to weeks, weeks into years, and years into decades do the small choices create massively different results.

Whenever this idea is brought up, people are quick to interject. ‘But … I do these things and I don’t get the results.’ And it’s true, most of us make the right choices most of the time. But most of the time isn’t the same as all of the time. 

For your choices to compound, you need to be consistent. Intensity will only carry you in the short term but if you want compounding results you need consistency. In the absence of immediate rewards, we can keep up the intensity for a while but most of us become intermittent.” 

The Small Steps Of Giant Leaps [Shane Parrish, Farnam Street]

Which piece of content did you like? Comment below!

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