Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode In this episode, I talk about how to create a delivery process to properly deliver your financial plan to your clients. This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s working (and more importantly, what’s […]
Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode In this episode, I open my Kimono and let you in on a secret video I’ve been working on for some time now. The next session of The Fee Based Financial Planning Mastery Academy™ is going to open up soon and this episode will […]
Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I review everything you need to know about planning your best year ever using the V2MOM. This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s working (and more importantly, what’s not) […]
Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I highlight what you need to do in order to run your business from a bomb shelter. This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s working (and more importantly, what’s […]
A personal note from Scott Plaskett, CFP… Hi Everyone, It doesn’t look like I’ll be posting an episode for mid-November. Lot’s of other great things being developed on my end to help you all in your quest to build a better business. Unfortunately though, something this week had to give so I decided to hold […]
Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I run through with you the top 7 programs I use on a daily/weekly basis to run my successful fee based financial planning practice. This podcast is my way of bringing together like-minded financial professionals so that we can communicate and […]
Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I review everything you need to know about setting your fees, marketing your fee based financial planning services and creating deliverables that will WOW! your clients. 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! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and […]
Here’s how to finally get paid for your financial planning advice without the need to sell a product