In this episode, host Jason Pereira talks to Scott Plaskett. As a financial planner, he is in the business since 1993. As a financial planner, he was looking for systems and technologies that would support the need to run the practice. Full Read: https://jasonpereira.ca/all-content-jason-pereira-toronto/the-genie-with-scott-plaskett-e171
Read the full article. We expedited the launch of CANiWorld as the hub of our new business continuity plan. Hours after announcing to our Toronto head office staff they were to work from home, everyone was logged in to their new virtual office, with their new well-dressed avatars, and our first “team huddle” ensued around […]
Read the full article. Scott Plaskett, CEO and senior financial planner with Toronto-based Ironshield Financial Planning, is no newbie to virtual meetings, either, having hosted them for about eight years. The move to virtual was motivated by a three-hour drive to the office in a snowstorm; he arrived only to learn that all his clients […]
Read the full article. Imagine going to the office without actually going to the office. Not but a Zoom or a Skype call but by actually “walking” to your desk after catching up with your colleagues in the lounge area. One day after invoking its work-from-home protocol, Scott Plaskett, CEO of IRONSHIELD Financial Planning, took […]
Read the full article. CEO of Ironshield Financial Planning explains the syndicate approach that helps overcome advice-product conflict The problem of charging for advice rather than through associated products has left financial planning in a challenging place. With compensation models built on product sales as opposed to advice delivery, the general public are increasingly wary […]
Read the full article. SCOTT PLASKETT is a practising Certified Financial Planner and CEO of Ironshield Financial Planning in Etobicoke, Ontario. He is also the author of Thinking For A Living: A Financial Planner’s Lifeline To Escaping the Shackles of a Commission-Based Financial Planning Business. In this article for Wealth Professional, he explains the thinking and […]
Here’s how to finally get paid for your financial planning advice without the need to sell a product