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April 23, 2024 22 mins

Ken Robinson had a certain idea about how to be a more valuable financial planner than most. And when he couldn’t find anyone to hire him to do it, he created his own opportunity. In this episode, Ken shares the business lessons and entrepreneur ideas that led him to his success in holistic financial planning, and what’s allowed him to bring the greatest value he can to the right type of clients.

 

Here’s some of what you’ll learn in this episode:

 

  • Why Ken decided he had to become an entrepreneur.
  • Which Strategic Coach® thinking tool Ken has framed in his office.
  • How Ken is transitioning to just focusing on what he loves doing.
  • What holistic financial planning entails.
  • How Ken’s path forward became crystal clear to him.
  • Why Ken plans to keep going to Strategic Coach workshops as long as he can.

Show Notes: 

The educational system was designed to make you well-rounded, which means you divide your efforts instead of focusing exclusively on what you like doing and what you’re great at.

 

It’s possible to get somewhere even if you don’t know what the map looks like.

 

Your next step requires you to do things you don't know how to do yet.

 

There are always going to be ups and downs in the economy.

 

When you get rid of the clients that are a bad fit, you have more energy for your other clients.

 

An entrepreneur can outsource the assembly of their team.

 

It’s okay for you to want to improve your experience as an entrepreneur.

 

You don’t need an advanced degree to understand Strategic Coach thinking tools.

 

It takes insight to say, “Let's not make this any more complicated than it needs to be.”

Resources:

 

Unique AbilityⓇ

 

The Four C’s Formula by Dan Sullivan

 

Article: The Four Freedoms That Motivate Successful Entrepreneurs

 

The Gap and the Gain by Dan Sullivan and Ben Hardy

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