Intro | New Planner Collective's School

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Compounding Careers

Intro

Welcome (2:25)
Tracking Your Progress
It Depends
The Problem You're Facing
Test Quiz

Knowing the Rules

Section Intro (2:10)
Three Key Themes
How Firm Owners Think About Hiring
Demographic Driven Talent Shortage (2:25)

Knowing Yourself

Intro (1:37)
The Fallacy of a Career Track
Identifying Your Target Destination
Time, Patience, and Luck (3:23)

Making Yourself Known

Intro (1:37)
Dimensions of a Network
Finding Real Financial Planners
Social Media as the Great Equalizer
How to Do Cold Outreach
Tracking Your Conversations & Progress (2:02)

Top 5 Pitfalls

Intro (1:48)
Stepping Stone vs. Forever Fit
Shared Values Not Definitions
Anticipatory Training and Designations
Act Like an Owner
Wanting Change vs. Thinking they want change (2:37)

Applying Yourself (Where You'll Apply)

Intro (1:06)
Who They Serve
Planning Philosophy
Firm Size
Service Model
How it Comes Together
Resume & Cover Letter Examples
An Invitation (2:12)

Bonus Content (Video Conversations with Matt and Jared)

An Intro to Bonus Content
Cold Emails (27:07)
Getting Started with No Experience (24:50)
Making a Change from your 1st Job (20:51)
Is the CFP® Overrated? (15:38)
Why is Finding The 1st Job So Hard?? (23:07)
Career Risk Tolerance (24:34)

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Intro

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