Have you ever thought about your life as constantly in “beta”?
This phrase, originally spoken by Stephanie Bogan, is one that Jonathan Cameron and Glenn Downing of Cameron-Downing live by. They believe this phrase means always being willing to grow, improve, and learn - never the “final” version of themselves as business owners or financial planners.
These two have grown an exceptionally unique financial planning practice. After conducting a recent focus group, they’ve determined that building a subscription financial planning model is the best way to continually serve their clients in a scalable way - and the way they’re structuring their practice as a result is fascinating.
Their practice is rooted in serving their clients and delivering an exceptional, custom experience to everyone who works with them. This shines through in everything they do from the ways they discuss client pain points (and the ways they solve them), and the experience they provide beyond “just” the financial planning work they do.
Even more interesting is the way that Jonathan and Glenn view their practice. They work to make their marketing fun and authentic, and they tag-team projects so that they’re equally represented as thought leaders in their areas of expertise. They also pride themselves in their age difference, believing firmly that their “baked in” succession plan is yet another added benefit for clients working with their firm.
What You’ll Learn:
- How and why focus groups are critical to the growth and success if financial planning practices
- How to build a financial planning practice with a built-in succession plan
- Why embracing change and always improving is important
- What a subscription model financial planning practice looks like - and how the numbers add up to a scalable business model
- How to develop an ideal client experience
- How to identify pain points and grow as a result