Today we're back with part two of my conversation with Brandon Odell, a Partner at the consulting firm Ensemble Practice, which specializes in financial planning firms. In this episode, we continue the discussion on career growth for new planners.
Listen in as we talk about the biggest mistakes that many new planners make when it comes to their careers, as well as how you can avoid making those same mistakes yourself. You'll learn what the most successful new planners are doing, how their mindset sets them apart, and why Brandon is excited about the future of the profession.
What You'll Learn In Today's Episode:
- Common things that often hold new planners back. (1:00)
- The industry’s median career growth trajectory. (6:00)
- What successful new planners are doing well. (12:30)
- The one thing that excites Brandon the most about the industry. (17:20)
Ideas Worth Sharing:“It’s better to fight within the organization you have as opposed to not communicating and trying to find a better opportunity somewhere else.” - Brandon Odell Click To Tweet “I see good advisors get lost in operations.” - Brandon Odell Click To Tweet “Don’t be afraid to start your marketing plan early.” - Brandon Odell Click To Tweet
Resources In Today's Episode:
In this roadmap, you'll be guided through the details of various stages of your financial planner career, including position descriptions, licensing, skill and experience level requirements, and compensation ranges.