FEE026 | Backoffice / Project Management “Secrets” Revealed

PODCAST – Fee Based Financial Planning Mastery™

#Business #Financial #Planning #Fee #Only #Based #Commission #Certified #Planner #Practice #Social #Media #Scott Plaskett, CFP #Trading #Fee Based Financial Planning Mastery™ #Marketing #IT Management

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Send us a text On this very funny short Bonus Show, standup comic Mack Dryden shares his story about going to the Dentist...you'll never believe what happens...Hilarious! Look for Mack Dryden's "NEW" Dry Bar Comedy Special... Please Listen, Enjoy, and Share where you can...Thanks!! Support the show Standup Comedy Podcast Network.co www.StandupComedyPodcastNetwork.com Free APP on all Apple & Android phones....check it out, podcast, jokes, blogs, and More! For short-form standup comedy sets, listen to: "Comedy Appeteasers" , available on all platforms. New YouTube site: https://www.youtube.com/@standupcomedyyourhostandmc/videos Videos of comics live on stage from back in the day. Please Write a Review: in-depth walk-through for leaving a review. Interested in Standup Comedy? Check out my books on Amazon... "20 Questions Answered about Being a Standup Comic" "Be a Standup Comic...or just look like one"…

12 років тому 39:28

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Backoffice / Project Management “Secrets” Revealed Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode In this episode, I’ll share with you the behind the scenes in my practice on what I do to keep track of and manage all of the moving parts of a fee based financial planning business. This […]

49 епізодів

FEE026 | Backoffice / Project Management “Secrets” Revealed

PODCAST – Fee Based Financial Planning Mastery™

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published 12 років тому

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MP3•Головна епізоду

49 епізодів

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FEE048 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2) 37:11

10 years тому37:11

37:11

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) 54:37

10 years тому54:37

54:37

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 46:40

11 years тому46:40

46:40

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 42:59

11 years тому42:59

42:59

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 56:21

11 years тому56:21

56:21

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 40:07

11 years тому40:07

40:07

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 […]…

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FEE042 | Q&A (Answering Listener Questions) 58:37

11 years тому58:37

58:37

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 feefpmastery@ironshield.ca This podcast is […]…

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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) 1:14:16

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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 […]…

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FEE040.5 | “Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™ 5:32

11 years тому5:32

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“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 […]…

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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) 1:17:23

11 years тому1:17:23

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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 […]…

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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) 1:00:10

11 years тому1:00:10

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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 […]…

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FEE038 | The KEY Moving Parts to Running a Fee Based Financial Planning Business 59:04

11 years тому59:04

59:04

The KEY Moving Parts to Running a Fee Based Financial Planning Business 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 […]…

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FEE037 | How I Track the Progress of My Business 51:04

11 years тому51:04

51:04

How I Track the Progress of My Business 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 […]…

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FEE036 | People Want To Pay You For Your Financial Planning Advice – If You’ll Let Them 1:10:37

11 years тому1:10:37

1:10:37

People Want To Pay You For Your Financial Planning Advice – If You’ll Let Them 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 […]…

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FEE035 | Work Life Balance is B.S.! 1:10:03

12 years тому1:10:03