Weekend Content for New Planners

Weekend Content for New Financial Planners (September 17-18, 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.

A pioneer in integrating psychology and personal finance, Rick Kahler on a number of behavioral topics including [Podcast]:

  • When not to ask questions in order to avoid interrupting the conversational flow
  • Why some client financial behaviors may initially look illogical, but make sense after a few follow-up questions
  • The importance of active listening and using pauses in conversation
  • And more…

“That’s the hardest thing to give up: ‘I know the answer to this, I know the answer to that. I know what they should do and what they ought to be doing.’ To ‘zip it’ and let the client discover that. Let the client talk. Because change comes from within…”

Tools For Discovering And Changing A Client’s Money Mindset With Rick Kahler [Brendan Frazier, The Human Side Of Money]

Stephanie Bogan with the implications of – and how to leverage – a number of trends including specialization and digitalization. Also, Bogan’s thoughts on service inflation and efficiencies from building “Trust Equity” [Podcast]:

“The demand for advice has never been higher. So, if you can sit at the intersection of some really important trends, you can really accelerate your growth, deliver deeper value, and actually do great work while enjoying it. Because we have tech now to do a lot of the heavy lifting.”

The Next Frontier In Advisor Marketing And Client Service [Robert Huebscher, Gaining Perspective]

Tips for compelling social media content and an introduction to Canva and Unsplash (and an inside look at FMG’s platform) [Video]:

How To Create A Captivating Social Post [Elise Lambert, Twenty Over Ten]

The Oechsli Institute’s Stephen Boswell summarizes Oechsli’s recent survey on the benefits of developing deeper personal relationships with clients [Article]:

“The type of client friendship we’re suggesting benefits everyone involved. You benefit from the increased loyalty and advocacy. They benefit from having more trust in the person managing their investments. You both benefit from a more positive and fun working relationship.”

You Need More Client Friendships [Stephen Boswell, WealthManagement.com]

Some highlights from last week’s Future Proof conference including advisor self-care, outsourcing to spend more time with clients, and more [Article]:

“‘We’re in a golden age of financial advice, particularly fiduciary-based advice that’s aligned around the client’s interest,’ Welling said. ‘The role of the advisor, as it evolves, just becomes more human. They become more connected with the client and I think not less technical, but maybe relying on other technical people or applications or technology behind the scenes to do work that typically has been in the hands of the advisors.'”

From Journaling To Exercise, Here’s How Advisor Self-Care Is Good For Business [Tobias Salinger, Financial Planning]

Which piece of content did you like? Comment below!

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