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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)
How it Comes Together
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