“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.
XY Planning Network advisor Britton Gregory on taking small steps to validate financial planning as a career change, what he would do differently, and how he utilizes key performance indicators [podcast]:
“So that was a real defining moment that told me, hey, this is a good next step. So I took I took steps, but they were small steps. I didn’t immediately say, oh, I’m going to quit my job. I said, I’m going to start my RIA, I’m going to start blogging, I’m going to start doing this and taking very, very gradual steps in that direction and then verifying is this the right direction before taking the next step.”
Ep #281: Retired Engineer Turned Business Owner Serving Engineers – The Career of Britton Gregory (Maddy Roche, XY Planning Network)
Deriving energy from effort [article]:
“You have the ability to put in far more effort into things than you normally do. The reason you don’t is that, most of the time, a full effort isn’t necessary. We think that a full effort will be draining, that we ought to save our energy for when we really need it. Yet, more often than not, the opposite is the case. When we really use our full effort toward a central concern that matters deeply to us, we feel more energized—not less. The paradox is that life is often easiest when it is hardest. When you’re working on a pursuit that may fail if you don’t take it seriously, you find the energy to take it seriously. And, in doing so, you find the other nagging things in life that needed effort weren’t so hard either.”
The Paradox Of Effort (Scott Young, Ultralearning)
Differences between the CFP designation and AFC certification [YouTube video]:
Should You Pursue the CFP or AFC? (Caleb Brown, New Planner Recruiting)
Methods and benefits of prospecting digitally [article]:
“Some advisers, realizing the power of video, have started posting educational series to Vimeo and YouTube to address specific questions or concerns of their target market. An adviser who focuses on retirement planning might create a video of his process, one on Social Security, another on long-term care, and so on. It’s very easy for the adviser to track what his audience is interested in, and he can create more content to fill that need over time.”
Want To Attract Clients? Think Beyond COVID-19 Boundaries (Kristine McManus, InvestmentNews)
ICYMI: Research suggests virtual financial planning meetings can be as good as or even better than in-person [article]:
“Specifically, the research shows that virtual client meetings create a lower barrier to entry for otherwise-nervous clients who want to meet, and provide more flexibility in how and when meetings happen, as they offer increased logistical convenience and reduce any stress around actually going to the meeting itself. And as it turns out, having the option to meet from a more comfortable and familiar (i.e., home) location may even have a therapeutic benefit in and of itself! Meanwhile, that same flexibility increases the advisor’s availability, which can be particularly valuable in times of need.”
How Virtual Financial Planning Meetings Can Actually Enhance Client Intimacy (And How To Make It Happen) (Meghaan R. Lurtz, Kitces.com)
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