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 to properly run a fee based financial planning practice. This podcast is my way […]
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 to properly run a fee based financial planning practice. This podcast is my way […]
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 first step in being able to charge […]
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 like-minded financial professionals so that we can […]
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. This podcast is my way of bringing together like-minded financial professionals so that […]
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 date… This podcast is my way of bringing together like-minded […]
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 my way of bringing […]
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 explore The Scalability Stage – this is where true wealth is created. This podcast is my way of bringing together like-minded financial professionals so that we can communicate and […]
Here’s how to finally get paid for your financial planning advice without the need to sell a product