Weekend Content for New Planners

Weekend Content for New Financial Planners (September 11-12, 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.

Brittney Castro sits down with Robert Sofia to discuss all things personal branding including:

  • Her strategy behind separating her personal brand from her business
  • What factors to consider when choosing social media platforms to use
  • How to get started and what to prioritize
  • And more…

Power Branding With Brittney Castro: How Financial Advisers Can Build Their Brand – Blend Out – MasterClass [Robert Sofia, Snappy Kraken]

What to showcase during your job interviews [Podcast at the 8:45-mark or Video]:

YouTube link

How To Crush A Job Interview [Michael Batnick and Ben Carlson, Animal Spirits]

Ask the right questions to become more referrable [Article]:

“You want to know that you are meeting, even periodically exceeding, client expectations. That’s the best way to cultivate loyal clients who refer. But asking about the quality of your work directly won’t tell you what you need to know. Of course, the majority of your clients are satisfied. If they were not, they would probably have moved. So the practically universal answer to the how am I doing question is “fine.” A better question to ask is this…”

How To Exceed Client Expectations [Stephen Wershing, The Client Driven Practice]

What metrics to track with your email marketing and benchmark rates [Article]:

“Your email marketing software will often collect data and calculate metrics for you, but those are just numbers on a screen if you don’t have a plan for how to actively implement what you learn into your email marketing strategy.

Your email marketing analytics will tell a story through a series of statistics that can be tailored to any email broadcast, campaign, or sequence. The better you can understand the numbers, the more context you’ll have to make strategic tweaks to your strategy.”

7 Email Marketing Metrics You Need To Be Tracking [Kayla Hollatz, Convert Kit]

A primer on Twitter etiquette [Article]:

“Twitter is one of the top 3 social networking apps in the United States, with around 353 million active users. So, if you choose to utilize this platform as an advisor, there are some ways to go about networking and using it to its maximum capacity. You hear about what you should be doing across social platforms, but here are 9 things that you should NOT be doing in 2021 to get the most out of Twitter.”

9 Things Financial Advisors Should Stop Doing On Twitter [Samantha Russell, Advisorpedia]

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