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 […]
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 Securing The Future: How to Create a Business that is Self-Sustaining and Self-Managing. 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 start a series about the 3 stages that EVERY fee based financial planning practice MUST pass through in order to create tremendous VALUE for their clients and serious WEALTH for themselves. This podcast is […]
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 key moving parts to running a fee based financial planning business. This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s working […]
Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to reveal two tools that I use to track the progress of my business. This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s working (and […]
Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to dive into why people WANT to pay you for your financial planning advice – IF you’ll let them. This podcast is my way of bringing together like-minded financial professionals so that we can communicate […]
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 Work-Life Balance is B.S.! 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 […]
Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I’m going to talk about the curse of knowledge and how it’s holding you back. This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s […]
Here’s how to finally get paid for your financial planning advice without the need to sell a product