Weekend Content for New Planners

Weekend Content for New Financial Planners (October 22-23, 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.

Sensible Money founder and CEO Dana Anspach shares her origin story and covers a range of retirement planning topics including [Podcast]:

  • Her all-weather portfolio approach and why she relies on individual bonds instead of bond funds
  • Factors to consider when making the mortgage pay-off decision
  • Her process and philosophy behind long-term care planning
  • When she recommends using annuities
  • And more…

“It started with a focus on what we all call sequence risk—how do you build and design portfolios that can help reduce the impact of what might happen if you retire into a prolonged bear market? But it expanded into all of these other elements that someone needs to look at as they’re transitioning into retirement.”

Dana Anspach: How To Build An All-Weather Retirement Plan [Christine Benz & Jeff Ptak, The Long View]

Stone Steps Financial founder Scott Frank sits down with Jason Wenk and Dasarte Yarnway to share tips for new planners to get their first clients and how he incorporates financial life planning into his practice [Podcast]:

“Once that was incorporated and you started to understand what clients wanted and what their drivers were and what their intrinsic value is…telling someone ‘You need to get life insurance, Jason, you’re going to die someday.’ does nothing for you. But if I know your children’s names and I know they’re some of the most important people in your life, and I’m like ‘Hey Jason, if you don’t take care of this and there’s a zombie apocalypse when you and your wife are out to dinner, who’s going to take care of the kids? Are they going to have enough?’

I can just pause with you and have eye contact with you and you’ll feel that. That will motivate you to go do it. When you realize that people don’t think themselves into action, but they feel themselves into action – it’s a total game changer.”

How Holistic Financial Planning Led To Over $70M In AUM With Scott Frank [Jason Wenk & Dasarte Yarnway, The Advisor Journey]

FMG’s Samantha Russell with examples of advisor website home pages that follow best practices [Article]:

“A website is a lot like an elevator pitch – you have a short time to deliver a strong first impression. The amount of time it takes to form an opinion of a site is remarkably quick, with an average time of 50 milliseconds. With such a limited time to inform the opinion of visitors, a strong homepage design becomes critical.”

Six Advisor Sites That Nailed Their Homepage Messaging [Samantha Russell, Advisor Perspectives]

Katie Braden with 4 tips to feel more relaxed when recording videos or giving presentations [Video]:

Beat Anxiety And Calm Nerves When Making A Video [Katie Braden, Innovating Advice]

James Clear on reframing failure [Article]:

“If you’re focused on building a new habit or learning a new skill or mastering a craft of any type, then you’re basically experimenting in one way or another. And if you run enough experiments, then sometimes you’re going to get a negative result.

It happens to every scientist and it will happen to you and me as well. To paraphrase Seth Godin: Failure is simply a cost you have to pay on the way to being right.

Treat Failure Like A Scientist [James Clear, JamesClear.com]

Which was your favorite takeaway? Comment below!

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