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 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.
Visit us online at www.feebasedfinancialplanningmastery.com.
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“Items Mentioned In This Episode”
-
Fee Based Financial Planning Mastery Academy
(www.ilovefinancialplanning.com)
- Salesforce.com: This is the most amazing CRM on the market.
-
iPhone/iPad: These two products alone allow me to maintain a pretty nomadic
lifestyle by keeping me properly connected to my office without the need
to keep a computer with me at all times. Just awesome! If you don’t have
an iPhone, I suggest you re-think this decision.
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