49 episodes
PODCAST – Fee Based Financial Planning Mastery™ PODCAST – Fee Based Financial Planning Mastery™
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- Business
Everything you need to know to escape the shackles of a commission based financial planning practice
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FEE048 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2)
How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to explain to you about how to utilize technology to automate your workflows and your key processes. These technologies are critical […]
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FEE047 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1)
How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to explain to you about how to utilize technology to automate your workflows and your key processes. These technologies are critical […]
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FEE046 | How To “Productize” Your Financial Planning Services
How To “Productize” Your Financial Planning Services 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 to “productize” your financial planning services so that you can stop giving your advice away for free. Properly articulating your value is a critical […]
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FEE045 | How To Establish The Right Insurance Relationships
How To Establish The Right Insurance Relationships 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 to establish the right insurance relationships when migrating to a Fee Based Financial Planning Business Model. This podcast is my way of bringing together […]
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FEE044 | How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers
How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers 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 to establish direct referral relationships with investment counselling firms and portfolio managers that are ideal for your clients. […]
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FEE043 | Critical First Steps Before Transitioning to a Fee Based Model
Critical First Steps Before Transitioning to a Fee Based Model 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 first things you need to do before initiating your business transition to a Fee Based model. You must choose your transition […]