Weekend Content for New Planners

Weekend Content for New Financial Planners (September 19-20, 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.

NorthAvenue founder Kristen Moosmiller’s story of persevering through the Great Recession and industry obstacles to build a comprehensive planning firm intent on changing the industry:

“From there, I really focused on, while I was working on my experience requirement, just reading as much as I could (meaning continuing education) and networking with people. Over the next year or so, I was speaking up a lot in client meetings and sharing things that I had learned and become confident in. Soon after, I had my CFP® designation and from there we were transitioning about half of the clients that I was working with that advisor to myself.”

Holistic Financial Planning Practice From Vision To Reality, Episode 14  (Kenneth Robinson, Alliance of Comprehensive Planners)

New Planner Recruiting’s Caleb Brown on three things hiring managers are looking for and one question you need to prepare for:

Preparing For Your Financial Planning Job Interview  (Caleb Brown, New Planner Recruiting)

Employee benefits to consider negotiating for after COVID-19’s impact on the industry:

“When you’re offered a new job or are trying to compare your current benefits to the market, you need to make sure you look at the entire benefits package and weigh what will affect your life most. To understand your current total package competitiveness, you should compare your benefits against similar organizations in your financial planning ‘tribe.'”

Post COVID-19 Employee Benefits: What to Look for In Your Compensation Package  (Joey Stemmle & David G. Hampton, Financial Planning Association)

7 principles for networking as you work from home:

“Pandemic or no, for people who want to accelerate learning about new subjects, strengthen career prospects or meet social goals, ‘networking is at the heart of finding opportunities and exploring them,’ according to Miranda Kalinowski, head of global recruiting for Facebook. Fortunately, while team meetings and industry conventions have moved online, the new normal has opened as many doors as it has closed. … People you reach out to may be more open to connecting now, Ms. Kalinowski said, because they are no longer commuting or taking business trips, and have more time to talk.”

How To Network From Home  (Julie Weed, The New York Times)

Morningstar’s virtual annual conference session covering the future of financial planning:

“And in a push-back on one aspect of technology, Cathy Curtis, chief executive of Curtis Financial Planning, challenged the notion that robo-advice platforms represent a renewed threat to traditional financial planning. ‘I don’t believe hardly anything about financial planning can be robo-advised, because so much of the relationship is about the conversation,’ she said. ‘One of the reasons I chose women as my niche is because women like to talk. They’re very open about they’re thinking, and they rarely talk about their portfolio.’ Phillips agreed that robos are ‘not something that threatens financial advice,’ but said he does believe that ‘there will be a robo enhancement of financial planning.'”

Future Of Financial Planning Takes Emphasis Off The Assets  (Jeff Benjamin, InvestmentNews)

What topic resonated with you? Comment below!

Follow me on social media for the latest updates:

Leave a Reply

Your email address will not be published. Required fields are marked *