Weekend Content for New Planners

Weekend Content for New Financial Planners (October 1-2, 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.

Herbers and Company founder Angie Herbers shares the two biggest communication skills to set yourself apart from others, what firms are looking for in new hires, and more [Podcast]:

“First, a lot of hiring firms will take them seriously even though they don’t have a lot of experience. From Herbers and Company’s perspective, there are lots of opportunities out there for new advisors who have no experience. To gain that experience, though, you’ve got to get boots on the ground. You’ve just got to get into a job, and I don’t mean to make a sacrifice on a job you don’t want or you’re not excited about. But you’ve got to get into a job and be willing to learn.”

Setting Yourself Apart With Angie Herbers [Caleb Brown, New Planner Recruiting]

FMG’s Samantha Russell on emerging marketing trends, why TikTok matters even for advisors targeting Gen X and/or Baby Boomers, and “Zero-Click Content” [Podcast]:

“‘Why should anyone care – Gen Z isn’t a lot of financial advisors’ target audience?’ It really matters because we know that this is just the tip of the iceberg. The youngest generations are often just a couple of years ahead of everybody else. If we look back to Facebook, nobody was on Facebook except for college kids, and then within a few years billions of people across the planet were on Facebook and it became the number one place for ad spend. So, this is a very big shift that we need to be paying attention to.”

How Advisers Can Take Their Social Media Game To The Next Level [Jeff Benjamin & Bruce Kelly, InvestmentNews]

ICYMI: Michael Kitces shares his content creation process and Carl Richards with how to create your own “Intellectual Property Flywheel” [Podcast or Video]:

“There’s a label for that phenomenon and it’s called ‘The Expert’s Curse.’ The pheonomenon that we’re so familiar with an idea, a topic, a thing we do that we just sort of unwittingly lose all perspective of how much more we know than pretty much anybody else that we talk to about the thing that we’re talking about. Because it’s so familiar to you through the reptition that you’re really one of the only people out there that knows it.

Even just like your CFP knowledge. I get it, there’s like 100,000 other CFPs out there right now. There’s like 300 million people in the country, so, if you know what like merely the average CFP knows, you know more about finances than like 99% of people. When all you do is that all day and all you hang out with is other financial advisors who do that as well, we can utterly and completely lose perspective on how much knowledge and wisdom we actually have bouncing around in our head.”

Building Your Advisor Marketing Content By Packaging Your Client Wisdom [Michael Kitces, Kitces.com]

Learning how to learn: the importance of combining “Focused” and Diffuse” modes of learning [Article]:

“The focused mode is what we traditionally associate with learning. Read, dive deep, absorb. Eliminate distractions and get into the material. Oakley says ‘the focused mode involves a direct approach to solving problems using rational, sequential, analytical approaches. … Turn your attention to something and bam – the focused mode is on, like the tight, penetrating beam of a flashlight.’

But the focused mode is not the only one required for learning…”

Let Go Of The Learning Baggage [Shane Parrish, Farnam Street]

The case for getting comfortable with “good enough” [Article]:

“The researchers who originally designed the IGT got what they wanted. They created a simple tool that they could use to understand decision-making and when it was impaired. Yet, despite its simplicity, the Iowa gambling task taught me far more about life than I could have initially imagined.”

Why You Shouldn’t Optimize Your Life [Nick Maggiulli, Of Dollars And Data]

Which was your favorite takeaway? Comment below!

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