209 | How to Know If You’re Ready to Become a Full-Service Planner
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There’s a moment in many planners’ careers when coordination starts to feel too small, but full-service planning still feels out of reach.
In this episode of The Planner’s Edit, Desirée Adams breaks down how to know if you’re ready for full-service planning, and why readiness has far less to do with experience and far more to do with structure, positioning, and leadership.
Desirée walks through the key signs that indicate you may already be thinking like a full-service planner, even if your offers haven’t caught up yet. From feeling reactive in coordination roles, to solving problems earlier than your scope requires, to recognizing when your expertise is being underutilized, this episode gives language to what many planners feel but haven’t named.
If you’ve been wondering whether full-service planning is your next step, or what’s really holding you back, this episode will help you self-qualify and move forward with clarity.
Join the waitlist for Desirée’s mentorship and coaching program at desireeadams.co/education — limited spots open in December for the January 2026 kickoff.
Links Mentioned in the Episode
- Find the Full Shownotes Here
- Work with Desiree for business coaching and mentorship