Episode 383

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

🎤 Ditch The Suits Podcast

🖥️ Ditch The Suits Website

🎙️ One Big Thing Podcast


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

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About the Podcast

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Unleashing Leadership: Unlocking Greatness and Embracing Change

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About your host

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Travis Maus

Travis Maus is the Chief Executive Officer of S.E.E.D. Planning Group is a fee-only financial planning firm with over 30 employees and locations in New York and Tennessee.

He hosts Unleashing Leadership and co-hosts the award-winning Ditch the Suits Podcast. Ditch the Suits aim is to help listeners get the most from their money and lives.

He is passionate, unfiltered, and committed to building great businesses.