Finally, your financial planner career path is starting to take off. The beginning of a financial planning career is a lot like being in the Hunger Games. The difference is that we volunteer for this journey. Younger advisors often love the craft of financial planning but they soon discover that they signed up for a different role entirely. Find out how financial planning can be like the Hunger Games and what to do next once you have survived that journey. In this episode, you’ll learn how to plan what comes next in your financial planning career.Outline of This Episode
Being a new financial planner is a lot like being in the movie, The Hunger Games. There are emotional challenges. You’re cold and totally out of your element. As a recruit, you’re desperate to find clients, you cold call people and ask friends and family if you can manage their accounts. There’s dealing constantly with rejection. Nobody told you that being a new financial planner is more of a sales job than anything else. There are constantly changing alliances. In big firms people band together and team up, often looking for a senior advisor to team up with. Plus there is a myriad of artificial obstacles in the way. Few advisors actually survive this Hunger Games stage.What does the financial planner career path look like after the Hunger Games period?
Often after you have finally survived the Hunger Games period, you’re not in a great place. You’re saddled with debt since you didn’t earn much during that time. And you don’t really have a sound foundation for growth. Many financial planners will take any client they can get and don’t think much about their ideal clients. But this really is the perfect time for you to figure out the direction you want to take in the world. Dolly Parton once said, “Figure out who you are and then do it on purpose.” I’ve taken this quote to heart and every day I am living my life with purpose. Wouldn’t you like to as well?Follow these 3 steps to figure out who you are and grow the financial planning business you want
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