Looking for a little mid-year motivation? We’ve gathered together five pieces of thought-leadership from around the fintech industry. However, a bit differently from usual, this week we’ve focused on the common theme of proactivity. It can be easy to get caught in a lull of everyday hum-drum-ness and quickly lose the potential passion and excitement you could be finding in your job. No more! Be proactive, be better and put yourself out there to make a difference! From public works projects, to efficiency in time management and even highlighting an inspirational award for one of our most hard-working team members, we hope this week’s five little things motivates you to have a proactive, productive week. Read on!
Many advisors, especially those who own their own business, have experienced a mid-career lull. Their starting-out years were stressful and exciting, trying to stay afloat and seeing if they can “make it.” Once they do feel secure in the industry and in their finances, they start to relax and soak in the benefits of having achieved their goals. However, at some point, many find themselves thinking, “what else is there?” and “is this it?” Michael Kitces talks through the ways that advisory business owners can end up looking for a more fulfilling and impactful way to help the world. If you’re feeling any of these pulls, especially given the public health and human rights issues facing the country right now, watch the video to gain more insight on focusing your passions.
ADA is the acronym for the Americans with Disabilities Act. It ensures that people with disabilities are provided with the ability to purchase goods and other services in the same manner as everyone else. This article addresses the relevance of ADA compliance to advisory business’s websites. Some advisors believe the ADA does not apply to smaller advisory firms and definitely not to their websites. However, it turns out their are unsettled legal issues with the ADA, where it’s unclear what parts of businesses this act applies to. The act prohibits discrimination on the basis of disability in a “public accommodation.” The translation of these words varies from court to court. Some believe “public accommodations” are limited to physical spaces. Others believe different interpretations.
Read the full article to see why you should check into your website’s ADA compliancy and possibly make some changes.
You’ve probably heard our good news by now, but we’re still happy to tell you again! Our Chief Marketing Officer and Business Development Officer, Samantha Russell, was named a 40 Under 40 in InvestmentNews’ 2020 Class. In case if you don’t know what a huge deal this is, just know that the awards program received 625 entries of financial industry leaders under the age of 40 this year. Out of those 625 entries, they chose 40 stand-out characters based on the criteria of accomplishment, contribution, leadership and promise. Let’s hear it for Samantha!
As the summer days are getting hotter and longer, there’s a good chance your desire to spend time walking outside is dwindling. So, as a nice way to relax indoors or in a shady spot outside, I recommend broadening your library and looking into this list of marketing and finance-related books from Red Zone Marketing. The list includes:
- Discipline Strategy: A Guide to Making a Great Decision, Becoming Your Own Guru and Accomplishing Your Goal by Timothy L. Coomer, PHD
- Radical Relevance: Sharpen Your Marketing Message; Cut Through The Noise; Win More Ideal Clients by Bill Cates
- The Catalyst: How To Change Anyone’s Mind by Dr. Jonah Berger
- Absolutely Unforgettable: The Entrepreneur’s Guide To Creating A Heart-Centered Brand And Standing Out In A Noisy World by Stephanie Nivinskus
- Staying Happy Being Productive: The Big 10 Things Successful People Do by Dr. Roger Hall
- Talking to Strangers: What We Should Know About The People We Don’t Know by Malcolm Gladwell
Enjoy these reads and look at the list for full descriptions of each book.
How do you manage your time? With all the self-marketing, digital media and client-connecting, not to mention the most important part of your job, the actual financial advising, we can imagine time management can be quite the obstacle. This week, Entrepreneur gives us an insightful video laying out the ways billionaires have reported prioritizing their time and delegating tasks. Essentially, they categorize work into four different levels, all with different worths, then decide what to delegate to others, or outsource, based on their personal strengths. The four categories are:
- High-value legacy work: activities with long-term yields such as investing, hiring, and developing books and audio content
- High-dollar work without legacy payouts: sales, marketing, speaking, client meetings and referral programs
- Low-dollar work: errands, making appointments, shopping and other activities easily outsourced
- No-dollar activities: watching TV, gossiping and other time-wasters — billionaires do not watch Netflix.
About the author
Laurel is a digital marketing assistant at Twenty Over Ten who loves any chance to communicate and connect with people through her writing. She creates many of the social media posts you see on Twenty Over Ten’s platforms (yup, there’s a person behind those tweets!). When she’s not on the clock, she loves rock climbing, experimenting with funky concoctions in the kitchen and spending time with her handsome fiancé. She truly hopes you enjoy her writing!