PODCAST – Fee Based Financial Planning Mastery™

PODCAST – Fee Based Financial Planning Mastery™

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Everything you need to know to escape the shackles of a commission based financial planning practice


    • Dec 15, 2014 LATEST EPISODE
    • infrequent NEW EPISODES
    • 51m AVG DURATION
    • 49 EPISODES


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    Latest episodes from PODCAST – Fee Based Financial Planning Mastery™

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

    Play Episode Listen Later Dec 15, 2014 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)

    Play Episode Listen Later Dec 1, 2014 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 […]

    technology processes automate utilize workflows
    FEE046 | How To “Productize” Your Financial Planning Services

    Play Episode Listen Later Aug 15, 2014 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 […]

    how to properly productize financial planning services
    FEE045 | How To Establish The Right Insurance Relationships

    Play Episode Listen Later Aug 1, 2014 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 […]

    relationships insurance establish
    FEE044 | How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers

    Play Episode Listen Later Jun 1, 2014 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

    Play Episode Listen Later May 1, 2014 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)

    Play Episode Listen Later Apr 1, 2014 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 […]

    answering listener questions
    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)

    Play Episode Listen Later Mar 15, 2014 74:16


    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™

    Play Episode Listen Later Jan 1, 2014 5:32


    “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 […]

    fees financial planning kimono mastery academy
    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)

    Play Episode Listen Later Dec 1, 2013 77:23


    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)

    Play Episode Listen Later Nov 1, 2013 60:10


    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

    Play Episode Listen Later Oct 15, 2013 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

    Play Episode Listen Later Oct 1, 2013 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

    Play Episode Listen Later Sep 15, 2013 70:37


    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.!

    Play Episode Listen Later Sep 1, 2013 70:03


    Work Life Balance is B.S.! 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 […]

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    FEE034 | The “Math” Behind A Successful Fee Based Financial Planning Practice

    Play Episode Listen Later Jul 1, 2013 65:30


    The “Math” Behind A Successful Fee Based Financial Planning Practice 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 math behind a successful fee based financial planning practice. This podcast is my way of bringing together like-minded […]

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    FEE033 | What Are You Executing In Your Business To Make A Difference?

    Play Episode Listen Later Jun 1, 2013 52:13


    What Are You Executing In Your Business To Make A Difference? 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 what are you executing in your business to make a difference? This podcast is my way of bringing […]

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    FEE032 | The Curse Of Knowledge And How It’s Holding You Back

    Play Episode Listen Later May 15, 2013


    The Curse Of Knowledge And How It’s Holding You Back 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 […]

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    FEE031 | The Technology That I’m Using Today

    Play Episode Listen Later May 1, 2013 63:57


    The Technology That I’m Using Today 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 key technology that I’m using today. This podcast is my way of bringing together like-minded financial professionals so that we can communicate […]

    technology
    FEE030 | What’s it worth, and how do you know?

    Play Episode Listen Later Apr 15, 2013 54:56


    What’s it worth, and how do you know? 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 most important two questions you could ever ask.  What’s it worth? And, How do you know? This podcast is my […]

    FEE029 | Too Busy Earning A Living To Earn Real Money? (Part 2)

    Play Episode Listen Later Apr 1, 2013 58:17


    Too Busy Earning A Living To Earn Real Money? (Part 2) Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I dive in Part 2 of the question are you to busy earning a living to earn any real money? This podcast is […]

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    FEE028 | Too Busy Earning A Living To Earn Real Money?

    Play Episode Listen Later Mar 15, 2013 54:36


    Too Busy Earning A Living To Earn Real Money? Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I ask the question are you to busy earning a living to earn any real money? This podcast is my way of bringing together like-minded […]

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    FEE027 | How To Design A “Frictionless” Lifestyle Business

    Play Episode Listen Later Mar 1, 2013 64:07


    How To Design A “Frictionless” Lifestyle Business 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 discuss How To Design A “Frictionless” Lifestyle Business. This podcast is my way of bringing together like-minded financial professionals so that we can communicate […]

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    FEE026 | Backoffice / Project Management “Secrets” Revealed

    Play Episode Listen Later Feb 15, 2013 39:28


    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 […]

    secrets revealed project management back office
    FEE025 | Fee Based Financial Planning “Delivery” Secrets

    Play Episode Listen Later Feb 1, 2013 41:17


    Fee Based Financial Planning “Delivery” Secrets 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 […]

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    FEE024 | “Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™

    Play Episode Listen Later Jan 2, 2013 5:32


    “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 Mastery […]

    fees financial planning kimono mastery academy
    FEE023 | Year End Planning With Your V2MOM

    Play Episode Listen Later Dec 15, 2012 52:36


    Year End Planning With Your V2MOM Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I review everything you need to know about planning your best year ever using the V2MOM. This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s […]

    year end planning
    FEE022 | How To Run Your Fee Based Financial Planning Business From A Bomb Shelter

    Play Episode Listen Later Dec 1, 2012 39:18


    How To Run Your Fee Based Financial Planning Business From A Bomb Shelter Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I highlight what you need to do in order to run your business from a bomb shelter. This podcast is my way of bringing together like-minded financial professionals […]

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    FEE021 | The 7 Programs I Use Every Week To Run A Successful Fee Based Financial Planning Practice

    Play Episode Listen Later Nov 3, 2012 46:10


    The 7 Programs I Use Every Week To Run A Successful Fee Based Financial Planning Practice Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I run through with you the top 7 programs I use on a daily/weekly basis to run my successful fee based financial planning practice. This […]

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    FEE020 | Fees, Marketing and Deliverables – The Catch All Episode

    Play Episode Listen Later Oct 23, 2012 62:58


    Fees, Marketing and Deliverables – The Catch All Episode Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I review everything you need to know about setting your fees, marketing your fee based financial planning services and creating deliverables that will WOW! your clients. This podcast is my way of […]

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    FEE019 | How To Become A Financial Planning Authority In Your Market

    Play Episode Listen Later Oct 1, 2012 50:09


    How To Become A Financial Planning Authority In Your Market Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review on […]

    market authority financial planning
    FEE018 | The Eight Key Attributes To Building An Insanely Successful Fee Based Financial Planning Practice

    Play Episode Listen Later Sep 15, 2012 61:44


    The Eight Key Attributes To Building An Insanely Successful Fee Based Financial Planning Practice Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest […]

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    FEE017 | Do you want to be a rich or famous financial planner?

    Play Episode Listen Later Sep 10, 2012 46:22


    Do you want to be a rich or famous financial planner? Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review […]

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    FEE016 | As a fee based financial planner, should you work with everybody who wants to work with you?

    Play Episode Listen Later Aug 15, 2012 47:12


    As a fee based financial planner, should you work with everybody who wants to work with you? Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave […]

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    FEE015 | Lifestyle Design With Your Fee Based Financial Planning Practice

    Play Episode Listen Later Aug 1, 2012 50:37


    Lifestyle Design With Your Fee Based Financial Planning Practice Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review on iTunes […]

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    FEE014 | See How Easily You Can Build Your Own High Quality Website

    Play Episode Listen Later Jul 15, 2012 64:39


    See How Easily You Can Build Your Own High Quality Website Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review […]

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    FEE013 | A Fee Based Financial Planners Best Investment

    Play Episode Listen Later Jul 1, 2012 60:16


    A Fee Based Financial Planners Best Investment Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review on iTunes by clicking […]

    fees financial planners best investment
    FEE012 | I’m Fine, Thanks

    Play Episode Listen Later Jun 6, 2012 32:06


    I’m Fine, Thanks – by: Crank Tank Studios Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review on iTunes by […]

    FEE011 | Designing a “WOW!” Client Experience

    Play Episode Listen Later Jun 1, 2012 60:37


    Designing a “WOW!” Client Experience Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It […]

    clients designing client experience
    FEE010 | The Most Important Part Of Marketing For A Fee Based Financial Planning Firm – Lead Conversion

    Play Episode Listen Later May 15, 2012 47:34


    The Most Important Part Of Marketing For A Fee Based Financial Planning Firm – Lead Conversion Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me […]

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    FEE009 | Insider Secrets To Marketing Your Fee Based Financial Planning Practice

    Play Episode Listen Later May 1, 2012 60:01


    Insider Secrets To Marketing Your Fee Based Financial Planning Practice Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review on […]

    marketing practice fees financial planning insider secrets
    FEE008 | Starting Your Fee Based Financial Planning Practice From Scratch (Part 2)

    Play Episode Listen Later Apr 15, 2012 43:02


    Starting Your Fee Based Financial Planning Practice From Scratch (Part 2) Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review […]

    starting practice fees financial planning scratch part
    FEE007 | Starting Your Fee Based Financial Planning Practice From Scratch

    Play Episode Listen Later Apr 1, 2012 59:45


    Starting Your Fee Based Financial Planning Practice From Scratch Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review on iTunes […]

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    FEE006 | CRM Solutions – The Most Important Tool In Your Fee Based Financial Planning Practice Toolbox

    Play Episode Listen Later Mar 15, 2012 50:08


    CRM Solutions – The Most Important Tool In Your Fee Based Financial Planning Practice Toolbox Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an […]

    practice fees financial planning toolbox
    FEE005 | How To Run Your Business So You Can Justify A High Multiple When You Sell

    Play Episode Listen Later Mar 1, 2012 37:48


    How To Run Your Business So You Can Justify A High Multiple When You Sell Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an […]

    justify run your business
    FEE004 | The Ultimate Fee Based Financial Planner Time Management Solution

    Play Episode Listen Later Feb 15, 2012 37:36


    The Ultimate Fee Based Financial Planner Time Management Solution Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review on iTunes […]

    solution time management fees financial planners
    FEE003 | How to migrate your commission based practice to a fee based financial planning model

    Play Episode Listen Later Feb 1, 2012 49:31


    How to migrate your commission based practice to a fee based financial planning model Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest […]

    practice model commission fees financial planning migrate
    FEE002 | The Five Steps To Becoming A “Virtual” Fee Based Financial Planner

    Play Episode Listen Later Jan 15, 2012 61:02


    The Five Steps To Becoming A “Virtual” Fee Based Financial Planner Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating […]

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    FEE001 | How To Automate Your Lead Generation Process Using Social Media

    Play Episode Listen Later Jan 1, 2012 47:49


    How To Automate Your Lead Generation Process Using Social Media Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and […]

    automate lead generation using social media

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