Weekend Content for New Planners

Weekend Content for New Financial Planners (November 26-27, 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.

Mitlin Financial founder Larry Sprung shares his career journey to his current RIA, what boosted his marketing results and shortened his sales cycle, and what he’s working on next to improve his marketing [Podcast]:

“People want to do business with people they like, trust, know, and they want to be around. Their values align. This was something I always talked about and she said, ‘Why aren’t you doing that on social media? Why aren’t you putting the authentic you out there?’

My feeling was people didn’t want to know. I made a commitment to her to let’s give it a try and see what happens. And the floodgates opened.”

Are You Being Authentic? Marketing That Turns Prospects Into Raving Fans With Larry Sprung [Matt Halloran, Top Advisor Marketing Podcast]

FMG and FiComm partnered to cover how to get started with video marketing, including answering beginner technical questions, mindset, what showing up authentically means, and much more [Video]:

Easy Ways To Add Video To Your Marketing Mix [Samantha Russell, Twenty Over Ten]

New Planner Recruiting’s Caleb Brown on how to become more comfortable with silence in client conversations to ensure you don’t interject when a client might be about to reveal important information [Video]:

Tips On Becoming Comfortable With Silence [Caleb Brown, New Planner Recruiting]

Two broad categories of clients to think about to help get your marketing message right [Article]:

“Messaging is difficult because some of these clients come from a place of survival, while others come from a place of abundance. To reach all three of these groups, you have to use a generic message like ‘Helping you achieve your financial goals.’ But this message doesn’t deeply resonate with any of these clients, which means you lose out on your chance to connect with your prospect through your marketing.”

Are You Selling Life Rafts Or Sailboats? [Kristen Luke, Advisor Perspectives]

A year of lessons in six short stories [Article]:

“But, redundancy can do a lot more than just help you pack for your next trip. It can help improve your finances too. For example, having an extra large emergency fund is a form of financial redundancy. Instead of holding only three to six months of spending in cash, you can also hold another three to six months of spending in U.S. bonds as well. More redundancy means more layers of protection.”

Learning To Live [Nick Maggiulli, Of Dollars And Data]

Which was your favorite takeaway? Comment below!

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