Welcome to The Fee Based Financial Planning Mastery Podcast!
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In This Episode
In this episode, I’m going to talk about the best investments a fee based financial planner can make for the greatest ROI.
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) in the world of financial planning. So, Subscribe for Free Now! My plan is to record a new episode on the 1st and 15th of each month. Subscribing today will deliver these episodes to you as soon as they are released.
“Items Mentioned In This Episode”
- Aweber: The internet’s most powerful email opt-in service and email marketing/broadcasting tool. This is what I use to build my email list.
- MindMeister – I use this everyday. I can’t live without it!
- Salesforce.com
- Virtual Staff Finder
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Another great podcast Scott. Keep it up! Some great marketing ideas combined with the importance of identifying, naming and delivering your unique process.
Hi Dominic,
Thanks. It’s important though to not get too overwhelmed during the process of building a fee based financial planning practice. There are a lot of moving parts. Always keeping an eye on the goal and taking one step at a time has always worked for me. Thanks for being a part of the fee based financial planning mastery community.
Scott
This may not be the best place to ask this, but, I want to track down an agent/advisor that was my parents’ retirement consultant. I’m really frustrated over this at the moment because I want to work with the same agent I’m not seeing them in any of the local directories online. Carlton Financial Group – 106 Mission Ct #701 Franklin, TN 37067 phone (615) 794-2536 Does anyone know of a directory or service that I can use to search for them?
Hi Tena,
Try this website: http://www.carltonfinancialgroup.com/contact/
Scott