Takeaways

• We can't really tell you who our competition is.
• We offer an entirely new and different experience.
• Financial planning should be agnostic to product sales.
• It's about getting unique advice for each individual.
• Life is consistently changing, and so should financial planning.

📖 Buy "Blue Ocean Strategy" by W. Chan Kim | Renee Mauborgne

Suggested Content

🎤 Ditch The Suits Podcast

🖥️ Ditch The Suits Website

🎙️ One Big Thing Podcast

Chapter Markers:

00:00 - Understanding Competition in Financial Planning

02:24 - Innovating Financial Planning Services

05:39 - The Importance of Ongoing Financial Advice

07:35 - Creating a Unique Client Experience