In this episode, Jarrod Upton joins Hannah Moore to discuss his passion for operations within the financial planning profession. From his previous experience, and current role as an operations consultant, Jarrod dives deep into what new planners need to know about operations and firm culture. As career paths continue to develop, Jarrod makes the case for those who want to specialize in operations within financial planning. He shares his story and highlights the importance of operations within a firm (and how even if you don’t want to be a COO, operations is critical to your role!). In developing the next generation of talent, Jarrod shares his secrets to success and how new planners can not just enter the profession well, but progress quickly within their firms or on their career path. Jarrod dives into what he sees as the good, bad, and ugly facing new planners as they enter the profession and what they can do about it.
What You’ll Learn:
- The role a COO plays within a financial planning firm
- The skillset that operations specialists have or need to develop
- When a firm can support a COO role
- What makes a career path successful (from both an employer and employee perspective)
- How to say anything to anyone
- When to move on from an employee and an employer
- What leadership skills you need to develop to continue to advance in your career
- Benefits new planners have today (and how to take advantage of them!)
- What is a “diamond team” structure within a financial planning firm
- How to effectively engage with mentors
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