Inventing Your Future

With the world in such a flexible, malleable state right now comes a unique opportunity to decide how you and your business can best move forward.

Jonathan and I deconstruct the strategic steps to invent your future without overly depending on the past.

2:16—How you can look at the world right now and start thinking about (and even betting on) what’s coming.

11:20—The impact of potential fundamental shifts on how you work.

14:20—Why this can be a time to increase the “altitude” of what you discuss with your clients (and how to do it).

17:12—A strategic way to look at the future and how it meshes with your talents and passions.

24:15—Adopting a mindset that works even when bad things are happening around you.

31:11—Identifying your ideal sweet-spot—where your target market overlaps with your talents and passions.

33:45—Contingency plans to deal with the fear that comes with change.

37:30—The industry doing inspirational re-invention we can all learn from.

Quotables

“In this one year it feels like we’ll get 10 years of movement on this thing (working remotely).”—JS

“Being there for your clients as a sounding board is where you as a professional advisor can be helpful, valuable and rare.”—RM

“Maybe this is a time to be moving up—increasing your altitude in involvement with your clients—talking about bigger picture things.“—JS

“There’s an opportunity here to zig while everyone else is zagging.“—RM