PODCAST – Fee Based Financial Planning Mastery™

PODCAST – Fee Based Financial Planning Mastery™
  • 4.4 (28)
  • Investing

Everything you need to know to escape the shackles of a commission based financial planning practice

  1. 12/15/2014

    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 […]

  2. 12/01/2014

    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 […]

  3. 08/15/2014

    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 […]

  4. 08/01/2014

    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 […]

  5. 06/01/2014

    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. […]

  6. 05/01/2014

    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 […]

  7. 04/01/2014

    FEE042 | Q&A (Answering Listener Questions)

    Q&A (Answering Listener Questions) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I will be answering some of our listener questions that I have received lately.  If you would like your question to be answered, be sure to email me at feefpmastery@ironshield.ca This podcast is […]

  8. 03/15/2014

    FEE041 | The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for Their Clients and Serious WEALTH for Themselves (Part 3)

    The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for Their Clients and Serious WEALTH for Themselves (Part 3) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, this special 3-part podcast series continues as we […]

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Everything you need to know to escape the shackles of a commission based financial planning practice

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