Weekend Content for New Planners

Weekend Content for New Financial Planners (October 10-11, 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.

Prospect conversion efficiency, ability to focus on financial planning, and other benefits of authentic, compelling marketing content:

“‘It’s not that we think we know everything, a lot of what we’re writing about deals with the uncertainty of the subject matter and all of the things that are unknowable,’ he said. ‘Being willing to say, ‘alright, we’re pretty smart, but there’s a lot we still don’t know and here’s how we think about that,’ that resonates with readers.'”

Ritholtz CEO Josh Brown On Why Your Marketing Strategy Matters (Nicole Casperson, InvestmentNews)

Tips from New Planner Recruiting’s Caleb Brown on how to present yourself as an above-average job candidate:

5 Tips To Becoming A Top Aspiring Financial Planner (Caleb Brown, New Planner Recruiting)

How to ensure your accomplishments don’t go unnoticed:

“It’s easy to get lost in any company, but especially in a larger one where there is a lot going on and many people doing different things. The concept of keeping your head down, doing your job and hoping someone notices is a risky one. Yes, it can work, but it’s better if you help your boss to see what you are doing and recognize it for what it is, going above and beyond at times.”

My Boss Doesn’t See My Accomplishments Any More Matters (Beverly Flaxington, Advisor Perspectives)

Persuade and negotiate better over e-mail:

“Think of email as playing a virtual game of chess. Would you lay out your next seven moves for your opponent on your first turn? When you don’t have a live audience to answer or interject, it’s easy to get carried away and forget about the back-and-forth nature of communication required to build trust-based influence.”

How To Be More Persuasive Over Email (Brandon Voss, The Black Swan Group)

Need to get better at remembering names? CFP material? An upcoming presentation? Adam Grant’s podcast via Tim Ferriss on tricks for remembering anything:

“A lot of the earliest accounts that we have of memory techniques come from books on oratory, on how to be a persuasive speaker. And you know, like, when Cicero was getting up in the Roman Senate to deliver his stem-winders, he was doing that from memory. If you want to memorize a speech, don’t try and memorize it word for word, because that’s going to make you sound robotic, you’re going to forget the next word — that’s not a good way to speak persuasively. What you should do is create an image of each of the topics that you want to talk about in your speech, put the images of those topics into a memory palace.”

Adam Grant — How to Remember Anything (#471) (Tim Ferriss, The Tim Ferriss Show)

Virtual interviews are different. How to be better prepared:

“After I left a 15-year career as a television news anchor, I built a media-training practice. Media training prepares CEOs and entrepreneurs to answer questions about their company or products, often on camera. The goal of these interviews is to clearly explain a point of view, share a unique vision, and pique the interest of potential customers or clients. Job candidates should think of their virtual interviews in a similar way. In the case of a job interview, you are the product. It is your job to persuade the recruiter why they should invest in you. These three questions can help you build the script for your big sell.”

Use These 3 Tips To Ace A Virtual Interview (Carmine Gallo, Harvard Business Review)

What topic resonated with you? Comment below!

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