Weekend Content for New Planners

Weekend Content for New Financial Planners (October 30-31, 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.

NGP Financial Planning’s Michael Policar talks about humanizing the industry including how we talk about potential clients, rethinking discovery meetings, personalizing client communications, and more [Video or Podcast]:

“Now I like to do a walk and talk with clients: ‘Let’s go walk around the lake and just talk about what’s bothering you, what you’re worried about, what’s keeping you up at night.’ It’s just so much more natural. There’s nothing forced. I think it disarms folks.”

The Key To Identifying New Clients [Dasarte Yarnway, The Human Advisor]

Jen Goldman exemplifies the optionality new planners have with their career paths in the industry as she shares how she went from wirehouse broker to an advisor consultant with some operational roles in between [Podcast]:

“For me, here’s where I get my kicks – my adrenaline rush is if I get the business healthy, I’ve just helped way more employees than if I worked with one family at a time. So, I feel like I’m helping way more doing this.”

From Wirehouse Advisor To Business Transformer With Jen Goldman [Caleb Brown, New Planner Recruiting]

Whether you are reaching out to a prospective client or a potential new employer, the principles behind an effective “cold email” [Twitter Thread]:

The importance of “Meta Tags” to your website [Article]:

“The nametag serves as their identification and often has their name, position, and company they work for. So when you’re meeting someone for the first time, you already have a better sense of who they are (at least professionally).

Meta tags serve a similar purpose for your website. 

Meta tags are like nametags and icebreakers all rolled into one: they tell your audience who you are and provide context for what your brand is all about. 

Creating robust, descriptive, and colorful content for your meta-tags is a critical component of your digital marketing strategy, both for audience engagement and SEO clout.

Your Search Engine Name Tag—What Are Meta Tags And How To Write Good Ones [Zoe Meggert, Perfectly Planned Content]

ICYMI: the latest on the Build Back Better Act from Jeff Levine [Twitter Thread]:

Which piece of content did you like? Comment below!

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