Outsourced Financial Planner • https://xitter.cf/t.co/WI0cpHg89V • Featured in @Investopedia, @YahooFinance, & @MarketWatch

Columbus, OH
Joined August 2019
Do you know an advisor who may be interested in outsourcing some of their financial planning tasks? Our firm, Outsourced Planning, is usually completely booked, but we just opened up a spot for one advisor (maybe two, depending on workload). 👉 Our info: outsourcedplanning.com
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Benjamin Daniel, CFP® retweeted
Want a chance to share YOUR marketing best practices with fellow advicers on the Kitces platform? Join @MichaelKitces (and team) for a free Info Session about contributing to the 2025 Kitces Marketing Summit tomorrow, Friday, January 3rd, from 1:30 – 2 PM ET. You'll learn more about how to become a guest speaker, showcase your marketing success, and give back to the advicer community! Sign up for the free info session here: bigmarker.com/kitces-com/Kit…
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Great end-of-year questions to reflect on & plan the new year:
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Great re-frame:
I love this passage from 'Good Work'. If you never leave money on the table, you'll always leave something else on it. That's why I believe 99% of money-at-all-costs businesspeople are miserable. A great new read by @p_millerd
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Benjamin Daniel, CFP® retweeted
"Advisor Marketing Made Simple" is LIVE! If you're an advisor who is... ‣ Tired of experimenting without results ‣ Craving simple marketing strategies (that work) ‣ Excited to learn from experts and peers ...you're going to love what @kendrarockslife and I have in store for you. 👉 Check out episode #1 and get subscribed: pod.link/1764208914
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3 solid questions to ask around your marketing messaging:
we took this clip from @david_perell's podcast episode with @harrydry and added some magic 🪄 • added images to highlight the story • used colors that go in line with a studio • highlighted the key points #buildinpublic
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Benjamin Daniel, CFP® retweeted
1/? 🚨SECURE Act FINAL Regs are here!🚨 I honestly can't remember a time when advisors, tax pros and "mom and pop" investors more eagerly awaited news from the IRS. But more than 4 1/2 years after SECURE was passed, we now have some definitive answers to key Qs. A thread...
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Benjamin Daniel, CFP® retweeted
For anyone who's in industry media (or has a friend who is that you can @ tag in the thread)... our Kitces Team is hiring for a new Managing Editor! Our existing Managing Editor - the awesome Sydney Squires - has decided she wants to spend more time writing with us and pursuing her CFP marks - yay! - so we're expanding the Kitces Editorial team to shift her internally to a full-time writer role, and rounding out the team expansion with a replacement for the leadership position. This is primarily a lead-and-manage-people position, with a secondary focus in helping to ensure the whole team of writers and editors is shaping Kitces content in accordance with our QNR (Quality, Nerdy, and Relevant) guidelines, and a tertiary focus in data (get the numbers, use the numbers to guide our QNR efforts!). The core department to manage is 5-6 internal folks (writers, editors, graphic designer, etc.), plus handful of external contractors and the usual spate of freelancers who occasionally contribute. We think Kitces is a really unique opportunity, not just because we're quite proud of the content brand we've built, but because unlike 'traditional' media, we have no advertising as part of our revenue model at all - and so I think(?) that there may be some media folks out there who would be really excited by the stability and non-conflicted nature of not needing to worry about advertisers at all. (And unlike most others in media, we're actually growing and expanding our team!) Plus, we're a work-from-anywhere virtual environment (so perhaps appealing for someone 'stuck' in the city that would love to transition to a lower cost of living area while staying in media!?). So if you know anyone who might be interested, more details on our site at kitces.com/career-opportunit… and about our team at kitces.com/we-are-a-team-of-….
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"7 Of The Biggest Mistakes Advisors Make On Social Media," ft. @SamanthaTwenty, "10 Factors To Determine If Your Potential Niche Is Really Viable (And How To Finetune If Necessary) by @KristenLuke, and more… 👉 benjamindaniel.com/new-advis…
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"The Landscape For Back-Office Planning Vs. Client-Facing Roles" ft. @NewPlnrRec, "Yes, Every Advisor Can Learn To Sell Comfortably And Effectively" by Beverly Flaxington, and more… 👉 benjamindaniel.com/whats-tre…
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Are you a new advisor hesitant to publish your first blog post, podcast, or video? A look at how even today's top creators — @garyvee, @MichaelKitces, & @jayclouse — didn't start out PERFECT. @DefineFinancial's advice: "Just" press publish, learn, & iterate. 👉 Link in bio.
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Benjamin Daniel, CFP® retweeted
A new marketing podcast for advisors is launching... Advisors get to ask the questions and @TaylorSchulte & I will provide actionable advice from TWO different perspectives. Sign up to get 1:1 help from us: bit.ly/4dcPM9c
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"The Best Way to Get Things Done" by @dollarsanddata, "How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years" ft. @cathycurtis, and more… 👉 benjamindaniel.com/whats-tre…
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Benjamin Daniel, CFP® retweeted
🎉🔥 The Externship is back!!! 🔥🎉 And we are giving five registrations for $5 on April 5th!! To be eligible, register to our insiders list: amplifiedplanning.com/extern…
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5 top lead-generation strategies, how to audit your website messaging, "passive marketing" techniques, and more 👇🧵
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"Proven Marketing Strategies for Today's Growth Minded Advisors" ft. @dianacabrices Diana explains: • Differences between active & passive marketing • The mindset shift for delegating your marketing • Tips for keeping testimonials compliant Key idea:
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Advisor wellbeing, "Scarcity Loops," & much more: • The "Big 4" factors driving advisor happiness ft. @MichaelKitces • How Scarcity Loops impact client plans ft. @Michael_Easter • How to give advice clients actually follow ft @jbrendanfrazier 👉 Link in bio: @Advisor_Project
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