Weekend Content for New Planners

Weekend Content for New Financial Planners (November 19-20, 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.

Dare to Dream Financial Planning founder Anna N’Jie Konte shares the story of how she decided to go independent, the personal reasons for choosing her niche serving minority female entrepreneurs, why you don’t have to have it all figured out before launching your own firm, and more [Podcast or Video]:

“I relocated to the D.C. area from New York, tried my hardest: got my CFP, got life and health insurance…all of these licenses. Things that you think are supposed to help you really go to the next level. And I was still being told ‘Wait, it’s not your time, yet. Wait. Maybe next year.’

After a while, I was like ‘Listen, I have things I’m trying to do. I’ve got babies at home. I’m trying to make a life and make a change in my family.’ So, I’m not going to operate on someone else’s timeline.”

Anna N’Jie Konte On Empowering Women In The Financial Industry [Dasarte Yarnway, The Human Advisor Podcast]

ICYMI: XY Planning Network’s Arlene Moss shares 5 times when saying ‘No’ is actually saying ‘Yes” to a better business life [Article]:

“Almost every planner I work with has gotten into this business to help people. Often, within the XYPN community, it is to help people traditionally left behind by the finance industry. Being in the minority of the industry leads to being ‘shoulded’ upon by other colleagues, and to having a very large pool of prospective clients who are not being served. You are so busy being told ‘no’ by old-school planners and regulators that you can often hesitate to say no even when it will help you. 

To build the business you want and serve people in a way that honors why you started your own RIA, you need to know when to say no. By saying no you can be saying yes to a healthier, happier business life. The better you get at saying no when appropriate, the more opportunities you will find to say yes.”

When To Say No As An Advisor: Why A No Opens The Door To A Better Yes [Arlene Moss, XY Planning Network]

Carl Richards on simplifying all of our financial planning projections to what clients are most interested in and focusing on the planning process [Video]:

“Based on the feedback we’re seeing from clients…they don’t want you to be a defender of some outdated map, they want you to be a guide in a changing landscape.”

Focus On The Process Of Planning, Not The Plan Itself [Carl Richards, The Society Of Advice]

Advisors Thomas Kopelman and Derek Notman share the social media marketing strategies that earned them over 100 new clients in this jam-packed session including [Video]:

  • Why you should not get too detailed/technical with your financial planning content marketing or you may actually risk pushing prospective clients away
  • Helpful tactics around both of LinkedIn and Twitter’s lesser-known features
  • The importance of repurposing and re-using content

How Two Financial Advisors Got 100+ Clients From Social Media [Samantha Russell, Twenty Over Ten]

Powerful perspectives and lessons from an ambitious project [Article]:

At the time, Scott was running an asset management company, but the thing that hit me had nothing to do with his day job. He told Josh and I that he was in the process of reading every issue that Time Magazine had ever published, starting in 1923. I couldn’t believe it.

Back then I was spending a lot of time filling in my historical knowledge gaps. The journey Scott was embarking on was next level.

I have described my learning experience as like when you get a new iPhone and it learns your fingerprints. You put your finger down, and some lines fill in. You pick it up and put it back down, and more lines fill in until the phone knows every angle of your thumb. You can’t possibly know everything there is to learn in the vast history of the world, but with every book you read, the fingerprints of history start to fill in the gaps. Scott has learned the fingerprints of history like nobody I have ever met.

The Fingerprints Of History [Michael Batnick, The Irrelevant Investor]

Which was your favorite takeaway? Comment below!

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