Weekend Content for New Planners

Weekend Content for New Financial Planners (May 8-9 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 Thomas Kopelman picked up 5 new clients in about 6 months through his Instagram efforts and how he structures his fee model to make serving millennials profitable [Video: 22-minutes]:

How To Utilize Instagram To Grow Your Business [Samantha Russell, Twenty Over Ten]

The anatomy of an effective marketing funnel and the importance of “micro-commitments” [Podcast: 53-minutes]:

“There is some large financial event that happens once every two years. So the goal [at the] top-of-funnel is not to move the money. It’s not to book the appointment. It’s to create top-of-mind awareness, built trust and rapport, and credibility.”

The Marketing Funnel: Myths, Truths, and How to Build One That Works [Alex Cavalieri, The Seven Group]

A primer on the proposed SECURE Act 2.0 [Twitter thread]:

Twitter thread link

A ranking of the top online, instructor-led CFP certificate programs [Article: 5-minute read]:

“WealthManagement.com ranked the certificate programs on a weighted average based on the following indicators: Expected Time to Completion; Minimum Number of Courses Requirement; Fulltime Equivalents (FTEs); Percent of Faculty with Earned CFP; Retention Rate; Graduation Rate; Number of CFP Completions (over two years); Pass Rate for the CFP Exam; and whether the program offered a Dedicated Ethics Course and access to Evaluations by Previous Students.”

The 15 Top-Ranked Instructor-Led Online Certificate Programs ForTthe CFP Exam [John Kador & Katie Tschida, WealthManagement.com]

Taking stock of pre-recorded versus live webinars and their various advantages, challenges, and content considerations [Article: 5-minute read]:

“With advances in technology and the growth of online video meeting platforms, the way businesses share information and educate clients has changed. That’s exactly why webinars have become so popular.

Webinars come in a variety of formats. Depending on your audience and your strengths and weaknesses, not every format will be a fit. While some financial advisors may thrive in a webinar where they are live and can improvise as needed, for others the structure of pre-recording their content may work better.”

Webinar Marketing: Which Format Is Right For You? [Crystal Butler, Advisor Perspectives]

The case for adding “slack” in your calendar to actually be more productive [Article: 10-minute read]:

“You’re efficient when you do something with minimum waste. And you’re effective when you’re doing the right something.”

“Many organizations are obsessed with efficiency. They want to be sure every resource is utilized to its fullest capacity and everyone is sprinting around every minute of the day doing something. They hire expert consultants to sniff out the faintest whiff of waste.

As individuals, many of us are also obsessed with the mirage of total efficiency. We schedule every minute of our day, pride ourselves on forgoing breaks, and berate ourselves for the slightest moment of distraction. We view sleep, sickness, and burnout as unwelcome weaknesses and idolize those who never seem to succumb to them. This view, however, fails to recognize that efficiency and effectiveness are not the same thing.

Efficiency Is The Enemy [Shane Parrish, Farnam Street]

Which piece of content did you like? Comment below!

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