The Fee Based Financial Planning Mastery Podcast | Escape the shackles of a commission based financial planning business

The Fee Based Financial Planning Mastery Podcast | Escape the shackles of a commission based financial planning business

Scott Plaskett, CFP

How to run and operate a successful Fee Based financial planning practice. Learn from fee based financial planning veterans about everything you need to know to build and market a better fee based financial planning practice. Escape the shackles of a comm

37 minutes 11 seconds

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 […]

15 December 2014, 2:00 pm
54 minutes 37 seconds

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 […]

1 December 2014, 2:00 pm
46 minutes 40 seconds

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 […]

15 August 2014, 1:00 pm
42 minutes 59 seconds

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 […]

1 August 2014, 1:00 pm
56 minutes 21 seconds

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. […]

1 June 2014, 1:00 pm
40 minutes 7 seconds

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 […]

1 May 2014, 1:00 pm
58 minutes 37 seconds

FEE042 | Q&A (Answering Listener Questions)

Q&A (Answering Listener Questions) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I will be answering some of our listener questions that I have received lately. If you would like your question to be answered, be sure to email me at [email protected] This podcast is […]

1 April 2014, 1:00 pm
1 hour 14 minutes

FEE041 | 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 (Part 3)

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 (Part 3) 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 […]

15 March 2014, 1:00 pm
5 minutes 32 seconds

FEE040.5 | “Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™

“Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™ 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 […]

1 January 2014, 2:00 pm
1 hour 17 minutes

FEE040 | 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 (Part 2)

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 (Part 2) 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 […]

1 December 2013, 2:00 pm
1 hour 10 seconds

FEE039 | 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 (Part 1)

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 (Part 1) 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 […]

1 November 2013, 1:00 pm
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