Should your next ten years look different?
Backstep Forward Newsletter
by Kyle Mast
A short, to-the-point, weekly newsletter.
One challenge to take a step back.
One idea to propel you forward.
In 2021, I was running a successful, small financial planning firm. I had had my firm for about ten years and loved the work overall. I had great clients, a good income, and a sustainable schedule that gave me a lot of time with my family. A fair amount of my identity was, and still is, tied to my work as a Certified Financial Planner.
However, the work no longer excited me as it had before. I felt there might be something else out there for me to do, and I had other interests that had slowly taken hold in recent years.
So, in January 2022, I sent a casual text to a good friend of mine, a CFP who worked at another firm.
“I think we may have chatted about this in the past, but would you ever be interested in buying my firm?”
July 1, 2022, my firm was sold.
At just over a year later, it has proven, on many levels, to be one of the best business and life decisions I’ve made.
Backstep
What is something that you’ve been doing for a decade or so that’s a “part of who you are” that seems to have run its course? It doesn’t have to be business or financial. Why are you still doing it? If you are still doing it a decade from now, will you be thrilled about the time you spent on it during that extra decade? What is holding you back from doing something different?
Forward
Take one action, like sending a simple text. What’s the harm in seeing if you can move the needle a bit in the direction of something new?
Just because you’ve been doing something for the past decade doesn’t mean you need to do it for the next one. (share this on Twitter)
Kyle Mast
Blessed husband, growing father, business founder/owner/seller, real estate investor.