A Wolf in Sheep's Clothing - S7 E50
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
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
Activity