49 episodes
PODCAST – Fee Based Financial Planning Mastery™ PODCAST – Fee Based Financial Planning Mastery™
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- Business
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4.4 • 8 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
Very helpful info
Scott provides aome very helpful practical tips and lays out the process in great detail. Its great to hear from somebody walking the walk. Thank you
Superb, thank you.
The best resource available for Financial Advisers. All of the episodes are packed full of content. If you want to run a remote/cloud based business, Scott's the man to show you.
This will help your practice to thrive
I've been listening to Scott's podcast pretty much since the beginning. Its one of the few that I make sure that I listen to. Scott makes the journey to a fee based practice about as easy as it is ever going to be. I started my practice in 1999 on a fee basis, but have still learned a stack of stuff from Scott, for which I am hugely thankful. Here in the UK all firms were forced to become fee based from January 2013, so his insights are particularly pertinent. For me, proper fee based financial planning is the only way to run a successful, valued adding service for our clients. So I'd encourage any practitioner to make this a regular download... at least if you want to thrive... or even survive.
Dominic Thomas, Principal, Solomons IFA, London.