Weekend Content for New Planners

Weekend Content for New Financial Planners (September 2-4, 2023)

“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.

How to confidently raise your fees for existing clients [Article]:

“It’s natural and normal when you are starting out. You might take a client who isn’t paying you market prices (fees), and it is also normal for non-professional salespeople to find themselves waffling fees early on in their career or when they are launching their practice/firm. It’s the problem that comes when you finally figure out what you really are worth. You start asking for it and getting it and you juxtapose this with the clients you already have. It becomes obvious that there’s an incredible delta between your fees and offering.”

I Don’t Have The Guts To Raise My Fees [Beverly Flaxington, Advisor Perspectives]

4 practical steps to manage stress better, how to share your story in a way that exhibits vulnerability without making the conversation about you, and more [Podcast]:

“I say this from a place of experience: it’s only when we work through our own issues and we have a deeper or meaningful understanding of ourselves that we can actually be more empathetic and less judgmental of other people. Then we can help them see the world differently.

Now, let’s put this into the world we work in: financial services. So, what does doing the work mean in relation to that? Well, it’s kind of the same thing, but more of a focus on addressing our own attitudes, beliefs, and behaviors around money before we can effectively help our clients address their attitudes, beliefs, and behaviors around money.”

The Importance Of Financial Advisor Self-Care [Daniel Crosby, Standard Deviations]

3 factors to consider when picking a social media platform for your marketing [Video]:

Which Social Media Platforms Should Advisors Use? [Matt Halloran, ProudMouth]

How to quadruple down on your humanness in the face of AI [Article]:

“However, it’s still fundamentally a tool. It’s a machine that learns from vast quantities of data but lacks the very essence of what makes us human. It lacks the capacity for empathy, feeling, intuition, connection, and the ability to understand context beyond what it’s been trained on.

Counterintuitively, in the face of this technological revolution, our human qualities become our competitive edge. They allow us to connect, create, and understand on a level that AI simply can’t.”

To Respond To ChatGPT, Bard, And Other AI…Be More Of What They’re Not [Steve Sanduski, SteveSanduski.com]

Some ideas worth considering for improving your experience at networking events and conferences:

Future-proofing your career by working around and alongside AI [Article]:

“The stakes are high, not just for companies, but also for individuals hoping to navigate potentially massive implications for their own careers. For years, pundits have assured us that the key to surviving AI disruption was leaning into creativity and other (theoretically) unique human skill sets. But the new wave of AI is rapidly demonstrating that it can do far more than crunch numbers and analyze data: It can also create professional-level art and design (see DALL-E and Midjourney, among others) and create articles and copywriting that could displace many journalists and marketers.

We believe it’s no longer useful to debate whether this tool is ‘smarter’ or ‘better’ than us. The tools are here, and they’re already being widely used. What matters to us — Tomas, the author of the new book I, Human: AI, Automation, and the Quest to Reclaim What Makes Us Unique, and Dorie, a consultant and keynote speaker on personal branding and career development — is how we can better ourselves by using them.”

5 Ways To Future-Proof Your Career In The Age Of AI [Dorie Clark & Tomas Chamorro-Premuzic, Harvard Business Review]

Which was your favorite takeaway? Comment below!

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