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Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} current survey sponsored by CFP Board demonstrates the upsides of a profession in monetary planning, from a median wage of practically $200,000 to versatile work schedules and a powerful sense of objective amongst advisors. As well as, associated analysis suggests additional alternatives for corporations trying to purchase and retain expertise, from offering a better sense of autonomy to constructing efficient service groups.
Additionally in trade information this week:
- A current research finds that having an outlined advertising and marketing technique is a linchpin of selling success, as advisors with an outlined technique have been extra prone to have seen a rise in inbound leads throughout the previous 12 months and have extra confidence in assembly their observe targets throughout the coming yr than these with out one
- The variety of RIA-focused annuity marketplaces and their gross sales quantity continues to develop as many brokers flip to the RIA channel and commission-free annuity choices make annuities extra enticing to fee-only advisors
From there, we have now a number of articles on advisor advertising and marketing:
- How creating content material that solutions the questions of a agency’s splendid goal consumer can assist it construct belief with potential shoppers even earlier than assembly with them
- How advisors can finest leverage consumer testimonials and opinions, together with why video is commonly the best medium to ship them
- How advisors can successfully ask for consumer referrals with out coming off as too ‘salesy’
We even have a variety of articles on money stream and spending:
- How advisors can assist shoppers higher perceive the “why” of their spending habits
- Why a major variety of youthful People are affected by “cash dysmorphia” and the way advisors can assist them see the fact of their funds
- An exploration of research-backed strategies for producing essentially the most happiness in relation to spending cash, from ‘shopping for’ time to delaying consumption
We wrap up with 3 ultimate articles, all about saying “no”:
- How curating a shorter to-do checklist can assist people overcome “planning bias” and get extra achieved on time
- Why saying “no” to invites and alternatives can liberate time for one’s highest priorities
- Experimental findings counsel that individuals are likely to overestimate how upset these providing an invite might be if the invitee decides to say no it, suggesting that people can preserve extra free time of their schedule with out burning bridges with family and friends
Benefit from the ‘mild’ studying!
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