Weekend Content for New Planners

Weekend Content for New Financial Planners (November 6-7, 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.

XY Planning Network co-founder/CEO and AdvicePay CEO Alan Moore’s advice for entrepreneurs on how to handle uncertainty [Video]:

How To Handle Uncertainty As An Entrepreneur With Alan Moore [Matt Reiner, Bridging The Gap]

Nifty Advisor Support’s Michelle Wong shares [Podcast]:

  • two of the most common marketing misconceptions she sees from advisors
  • RIA practice management trends
  • details on FPA’s new Asian American and Pacific Islander knowledge circle
  • and more…

“Digital marketing doesn’t work unless you are consistent. You’re never going to see an immediate return in the work that you put into it. … We find that a lot of advisors chase the biggest ideas, but they need to drill it down to what really applies to them and what’s manageable for that consistency.”

4 Questions For RIA Practice Management Expert Michelle Wong [Tobias Salinger, Financial Planning]

Xena Financial Planning’s Mariana Llamas on the resources she used to become more comfortable networking and her early-career perspective on navigating various firm types, roles, and designations [Podcast]:

“Before that group, I was so terrified of networking. I would just get very terrified. I didn’t get to attend too many conferences, but even local conferences – that was always like a panic attack right before. But, with Elevate, I really learned how to network and learned to hear other people’s stories. I also learned that my story was valuable and that I also belong in the space. It was just finding that community that supported you and lifted you up.”

You Don’t Have To Compromise Who You Are [Hannah Moore, You’re A Financial Planner…Now What?”]

Stephanie Bogan shares three ways to upgrade your client experience in the face of “service inflation” [Article]:

“While advisory firms haven’t seen significant fee compression as once predicted, we are seeing very real service inflation. As competition and complexity continue to climb, firms will need to provide more services (and more specialized and personal ones) just to keep up. Firms not leveraging these insights will find themselves hiring more staff while watching their margins decline.”

Radically Rethink Your Client Experience [Stephanie Bogan, InvestmentNews]

Which piece of content did you like? Comment below!

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