Mar 8, 2016
“I think it’s fun to have work that you can relate to, that you can feel like is meaningful” – Joan Cusack
Summary:
My guest on this week’s episode is Peter Dunn, or better known as Pete the Planner.
Peter, has authored over 11 books, contributes to USA Today as a weekly columnist, hosts his own podcast show, “Ask Pete the Planner”, and recently launched his digital course “Fix Your Finances: Four Ways to Change Spending Behavior”.
Do you feel like you could provide a better product or service to people than what they are currently receiving in the marketplace?
Pete explores what it was like going from a beginner in the financial services industry to being a successful financial advisor but working each week for the weekend. He discusses the issue he continuously ran into where people who were incredibly intelligent and successful were terrible with handling money.
Pete discusses breaking away from the career being a financial advisor, why he did it, and what he means when he says that he’s “all in” with his business.
In this episode, you’ll learn about the biggest problem facing the financial services industry today, advice that Pete can offer to people who are just getting started on their own business, and how to handle criticism from people viewing your work. Pete even offers a trick that he uses when he’s having a bad day at work.
People Mentioned:
Pete the Planner | Blog, Podcast
Michael Gerber E-Myth
What Your Dad Never Taught You About Budgeting – Pete the Planner
Show Notes:
Pete tells his journey from working as a financial advisor to owning a practice and then selling it! [5:00]
Pete’s epiphany after meeting the “perfect client” [7:00]
Being “all in” with your goal [11:00]
The biggest problem facing the financial services industry right now [12:45]
Advice for people just getting started on their own business [17:22]
Pete’s tips for getting over adversity, criticism, and other challenges [20:13]
Pete’s trick to overcoming the most challenging part of business [21:45]