Weekend Content for New Planners

Weekend Content for New Financial Planners (September 3-5, 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.

Michael Kitces, Carl Richards, and Bill Bachrach on communicating your fees to prospective clients: describing your value, framing your fees, and more [Article]:

Kitces: “‘Show me a prospect meeting where the prospect talked 80% of the time and it’s a very high likelihood that they’re going to end [up] doing business’ with you ‘because, at the end of the day, if they feel like they got their stuff out there and they feel heard,’ that tends to work in the advisor’s favor.”

6 Tips For Advisors When Talking Fees With Clients [Jeff Berman, ThinkAdvisor.com]

Alex Cavalieri talks marketing mistakes to avoid, how to stay motivated with your marketing when you first get started, his “3 Bucket” marketing operations philosophy, and more [Podcast]:

“It’s short-term mindset. And it’s trying to cut corners to get more ROI in the short-term. I think that’s the biggest one. If you think you’re going to build a marketing plan in 30 days or you’re going to have a marketing program fueling your business in 45 days, it’s just not realistic.”

Avoiding Common Marketing Mistakes With Alex Cavalieri [Matt Reiner, Bridging The Gap]

Understanding the implications of “Zero-Click Content” and how you can leverage it [Twitter Thread]:

Carl Richards reminds us to take stock of all we do for clients [Video]:

Why A Wealth Management Audit Is Important For You And Your Clients [Carl Richards, The Society Of Advice]

Part 3 of Caleb Brown’s client meeting series covering several post-meeting best practices to begin getting clients to see you as a trusted member of the team [Video]:

What To Do After Client Meetings [Caleb Brown, New Planner Recruiting]

Better leveraging our imaginations to improve outcomes for financial planning clients and our business [Article]:

“We spend too much time cleaning the lens of the telescope rather than working out if it’s even pointing in the right place. And that’s by far the more interesting idea.”

Where Do Ideas Come From? [Tom Morgan, The Attention Span]

In a world filled with opportunity, the ability to decline “good” opportunities is what separates the winners [Article]:

“People naturally lose focus when they forget that focus means saying no to good opportunities and good people. Average ideas are everywhere, and they try to pull you in. The more successful you are, the more people will want to work with you. If you start saying yes to average ideas, you quickly lose the space and time you need to execute on great ones.

Focus is hard, and because it’s hard, it also creates a hidden place to find opportunities.”

Focus To Win [Shane Parrish, Farnam Street]

Which piece of content did you like? Comment below!

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