Weekend Content for New Planners

Weekend Content for New Financial Planners (November 28-29, 2020)

“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.

ICYMI: Ritholtz Wealth Management advisor Blair duQuesnay shares her story about persevering through industry obstacles, aligning with a firm to optimize her strengths and financial planning philosophy, and evolving from her effective “chip on the shoulder” mentality to an even better approach: [Podcast with transcript]:

“Being a top student in school always – the biggest shocker to me coming out of school was that your straight A’s don’t mean you’re going to be successful. That was like a real reality moment for me. It doesn’t mean that you’re going to have a successful career if you’re a good student. It’s going to take a lot of other skills and grit. And I always think about my career, I always say I was clawing my way out of a hole, essentially. However, the process of doing that made me into the person I was supposed to become.

#FASuccess Ep 204: Being Able To Just Focus On Clients By Choosing To Be An Employee Advisor At A Growing Firm, With Blair duQuesnay (Michael Kitces, Kitces.com)

Define Financial’s Taylor Schulte describes how to create an actionable 2021 marketing plan. Also, he covers how to set appropriate expectations when outsourcing email marketing campaigns and Facebook advertising (along with actual campaign results) [Podcast]:

“If you’re starting a formal marketing plan from scratch here at the end of the year, my suggestion is to use the template that I’m sharing to document your marketing spokes. And then choose one near-term and one long-term activity to obsess over over the next 3 to 6 months. You just can’t do everything really well all at the same time. But, once you’ve done this and you’ve developed and documented a good process for those two activities, once you’ve proven your commitment, you’re staying consistent, you’re seeing some positive results, and you’re just really feeling comfortable, then you can move on to the next marketing activity on your list.

Creating Your 2021 Marketing Plan (Taylor Schulte, TaylorSchulte.com)

Negotiating with a top firm? Look beyond the numbers: [Video]:

What Top Firms Offer New Hires (Caleb Brown, New Planner Recruiting)

Streamline your email with the “two-sentence” rule [Article]:

“Seeing how effective my two-sentence rule was on the battlefield, I started to put it to work in my business life, answering all my emails in two sentences. I found that I got quicker, more lucid responses. I was more in control of confusing situations and got people to take action quicker. I was whizzing through my inbox! Then I put the two-sentence rule to work on social media messenger apps like LinkedIn and Facebook and found the same thing to be true – higher response rate, better clarity, etc. This was especially useful for prospects I was talking to who didn’t trust me yet and didn’t want to get into a long, involved conversation. I found them pinging back and forth with me instead of ghosting.”

How To Engage A Prospect In Two Sentences (Sara Grillo, Advisor Perspectives)

Fundamental principles of building and maintaining relationships (“networking”) and a few mistakes to avoid [Article]:

“By revealing more of our unique personalities and belief systems and carefully gauging the reaction, we can then decide whether to move past this first conversation. This first foray into sharing ourselves can feel scary but reveals more. Almost everyone feels better when a more intimate human connection is made, when we see ourselves in another, when we feel empathy or affection toward the other.”

Networking in the COVID-19 Era (Charlotte Beyer, Enterprising Investor)

What topic resonated with you? Comment below!

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