Weekend Content for New Planners

Weekend Content for New Financial Planners (September 26-27, 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.

Kinder Institute founder George Kinder and Communications Director Lora Woodward speak with XY Planning Network’s Maddy Roche on the benefits of the EVOKE® process for clients and your firm:

“I began to realize that this longing for a different life was endemic. Everybody I met had something like that. And so it made me realize that as I was gathering these financial skills to give myself freedom, I realized that these financial skills were meant to give everybody freedom. And so I used what I learned on myself to, first of all, deliver freedom to clients and then to train financial advisors that it’s not about the money, it’s about who the client wants to be.”

Life Planning As A Fiduciary Responsibility: An Interview With George Kinder And Lora Woodward, Episode #274  (Maddy Roche, XY Planning Network)

A new survey from Broadridge shows the four types of personalized information most requested by investors:

“To meet these new demands, advisers need to adapt their processes in ways that allow them to focus on personalization, preferences and online behavioral data to deliver the right recommendations and services at the right time — and technology empowers them to do just that.”

The New Face Of Wealth Advice: It’s Personalized  (Fred Duden, InvestmentNews)

An update on the mix of advisors who have returned to the office and data on when and if others will return:

“‘I am now permanently working from home with no desire to go back to the office,’ says Michael Whitman, a managing partner at Millennium Planning Group, in an email. Now that his clients are comfortable with virtual meetings, he says the shift has been great for him. ‘The hardest part is working with [my] spouse next to me and a two-and-a-half-year-old. However, the rewards are so much better than any of the potential issues.'”

At Home And Not Going Back: Most Advisors Don’t Plan To Return To The Office Full Time  (Ryan Neal, Financial-Planning.com)

A collection of stories of advisors successfully building around a niche, four questions to ask as you consider yours, and what helps make the most profitable niche:

“Nick Giacoumakis, who founded New England Investment & Retirement of North Andover, Massachusetts, and Naples, Florida, grew up and worked in the construction business. As a result, he’s focused his advisory group on clients such as general contractors, subcontractors and their employees. The advisor says his industry knowledge proved to be invaluable over the years and especially during the pandemic. Giacoumakis’ firm helped some clients cut through red tape to sign up for the Paycheck Protection Program and supported others looking for bridge loans in the face of business hiccups as contract deadlines loomed.”

The Best Ways To Find And Build Your Client Niche  (Ginger Szala, ThinkAdvisor)

How to raise your WFH ergonomics game:

“If you’re working or learning from home, you know the toll it can take on your body and mind. You might not have a supportive chair to sit on or the most comfortable tech to accommodate long hours in front of a computer at home. But you don’t have to suffer through it, and you don’t necessarily have to spend a ton of money on a solution.”

Lift Your Head And Lower Your Arms – You Might Just Feel Better  (Ruth Tam & Sylvie Douglis, NPR)

What topic resonated with you? Comment below!

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