Weekend Content for New Planners

Weekend Content for New Financial Planners (September 25-26, 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.

Xena Financial Planning founder and financial advisor Danika Waddell shares the blueprint behind her extraordinary growth including [Podcast with Transcript]:

  • What she attributes to gaining 60 clients in her first 12 months
  • When she chose to hire a business coach
  • How she has built her support team
  • And more…

“So actually creating some of the workflows and things like that, it’s just not my natural ability, so I hired somebody really early on that, you know, is a business coach, but is particularly focused on that area. So she’s really skilled at operations in general, and that was incredibly helpful for me because that’s just not-not my strong suit. So I really, you know, I delegated really early and I think that’s been a huge help because I know what I’m good at and I know what I’m not good at. And so I very quickly pulled in people to help me in the things that I’m either not good at or I don’t like.”

60 Clients in the First 12 Months: A Conversation with Danika Waddell [Maddy Roche, XY Planning Network]

Founding director of the Stanford Center on Longevity Dr. Laura Carstensen gives the case for changing the way we think about work and plan for retirement given increasing longevity [Podcast with Transcript]:

“What I would like to see us do would be to begin to have serious conversations about new ways to work, so that we work more years but fewer days in a week, fewer hours in a day. A life of work, where we work part time during some phases of life, like when parents have young children and then full time and other times where we go back to school. We take sabbaticals, not just professors but all of us.

And so that we could really build a new way of working that helps us financially. But the reason I like this approach is work is good for people. And it helps us in so many other ways. So that’s the kind of change I think that we need to get serious about. And it means that we need individuals to think about it, policymakers and employers to think about ways to do this so that people can work longer, but more flexibly; longer but in new ways, new amounts. And then I think we’re going to see much better quality of work life and work/family balance.”

Laura Carstensen: ‘I’m Suggesting We Change the Way We Work’ [Christine Benz & Jeff Ptak, Morningstar]

Ten content approaches proven to perform for financial advisors [Video or Transcript]:

“With social content becoming more prevalent, many financial advisors are left wondering ‘What content should I create for today or for the week?’ What types of blogs, podcasts and videos get the most engagement and are the most searched types of content from investors and consumers.”

What Should Financial Advisors Post on Social Media? | 10 Blog/Podcast/Video Content Ideas for 2021 [Samantha Russell, Twenty Over Ten]

50 principles and concepts for small and medium-sized business owners and operators [Twitter thread]:

How to develop business with affluent prospective clients as a new financial planner [Video]:

4 Ways New Planners Can Network with Affluent Prospects [Caleb Brown, New Planner Recruiting]

Which piece of content did you like? 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 *