Unleashing Leadership: Unlocking Greatness and Embracing Change

A Wolf in Sheep's Clothing - S7 E50


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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

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Unleashing Leadership: Unlocking Greatness and Embracing ChangeBy Travis Maus

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