S1E5 Planners On Planning

In this slightly more casual episode, Nathan and Jordan discuss how they make plans in their businesses. They go into detail about the structure they use to plan for the New Year - from their 'why', strategic objectives and tactical action plans.  Bringing in their expertise from the worlds of fitness and strength training (Nathan) and doubt and discomfort with success (Jordan), they explore how financial planners can make effective plans in 2024 - and beyond. They cover the challenges and opportunities that can come in translating a strategic plan into quarterly objectives, and the tension that comes from incorporating individual personalities into the strategic picture.