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Compounding Careers - v2.0 (SUMMER24)
Intro
Welcome (26:19)
Tracking Your Progress
It Depends (7:39)
The Problem You're Facing
Knowing the Rules
Intro of "The Rules" (2:12)
Three Key Themes (22:05)
How Firm Owners Think About Hiring (9:42)
Demographic Driven Talent Shortage (15:04)
Final Thoughts on "The Rules" (2:31)
Knowing Yourself
Intro of "Knowing Yourself" (1:43)
The Fallacy of a Career Track (24:47)
Profession, Evolution. (2:16)
Identifying Your Target Destination
The Eisenhower Matrix (30:10)
Final Thoughts On "Knowing Yourself" (3:29)
Making Yourself Known
Intro of "Making Yourself Known" (2:56)
Dimensions of a Network (10:37)
Time, Patience, and Luck
Finding Real Financial Planners (80:26)
Social Media as the Great Equalizer (5:29)
How to Do Cold Outreach (26:25)
Tracking Your Conversations & Progress (11:32)
Final Thoughts On "Making Yourself Known" (2:08)
Top 5 Pitfalls
Intro of "Top 5 Pitfalls" (1:54)
Stepping Stone vs. Forever Fit (27:52)
Shared Values Not Definitions (5:28)
Anticipatory Training and Designations
Act Like an Owner (11:24)
Wanting Change vs. Thinking they want change (3:47)
Final Thoughts On "Top 5 Pitfalls" (2:43)
Applying Yourself (Where You'll Apply)
Intro (1:11)
Who They Serve (13:48)
Planning Philosophy (16:05)
Service Model (7:26)
Firm Size (8:50)
How it Comes Together (13:53)
Examining & Crafting A Resume (23:05)
Examining & Crafting A Cover Letter (28:02)
An Invitation (2:15)
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)
Planner Interviews (169:01)
Stepping Stone vs. Forever Fit
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