49 episodes
PODCAST – Fee Based Financial Planning Mastery™ PODCAST – Fee Based Financial Planning Mastery™
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- Business
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5.0 • 11 Ratings
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Everything you need to know to escape the shackles of a commission based financial planning practice
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FEE048 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2)
How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to explain to you about how to utilize technology to automate your workflows and your key processes. These technologies are critical […]
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FEE047 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1)
How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to explain to you about how to utilize technology to automate your workflows and your key processes. These technologies are critical […]
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FEE046 | How To “Productize” Your Financial Planning Services
How To “Productize” Your Financial Planning Services Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how to “productize” your financial planning services so that you can stop giving your advice away for free. Properly articulating your value is a critical […]
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FEE045 | How To Establish The Right Insurance Relationships
How To Establish The Right Insurance Relationships Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how to establish the right insurance relationships when migrating to a Fee Based Financial Planning Business Model. This podcast is my way of bringing together […]
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FEE044 | How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers
How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how to establish direct referral relationships with investment counselling firms and portfolio managers that are ideal for your clients. […]
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FEE043 | Critical First Steps Before Transitioning to a Fee Based Model
Critical First Steps Before Transitioning to a Fee Based Model Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about the first things you need to do before initiating your business transition to a Fee Based model. You must choose your transition […]
Customer Reviews
Amazing Detail and Knowledge
Thank you Scott for doing these podcasts!! I’m sad that they came to an end, but glad to have them all saved to refer back to when I need help or inspiration. You are an influencer when it comes to changing the face of financial planning and bringing transparency and integrity to all of us.
You are FANTASTIC!!! Thank you for doing all you have done!
Too good to be true
As a veteran for over 20 years in the financial planning field I have never run into anyone who is so willing to share their success with their colleagues. This information is so valuable to anyone who wants to do the right thing and migrate to a feebased planning platform. I can't wait for the next episode.
Thanks for all your help.
Time Well Invested
it is admirable for a proacticing advisor to create another business model and support it that involves developing and sharing best practices in the fee-based advisory world. Scott's passion and enthusiasm are offered in a uber practical way that can help the most seasoned vet or guide a newbie jsut entering the fass-based advisory world. Well done Scott!
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