FEE043 | Critical First Steps Before Transitioning to a Fee Based Model

PODCAST – Fee Based Financial Planning Mastery™

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You Can Visit All Seven Continents. But Should You? 26:46

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For many travelers, Antarctica is a bucket-list destination, a once-in-a-lifetime opportunity to touch all seven continents. In 2023, a record-breaking 100,000 tourists made the trip. But the journey begs a fundamental question: What do we risk by traveling to a place that is supposed to be uninhabited by humans? And as the climate warms, should we really be going to Antarctica in the first place? SHOW NOTES: Kara Weller: The Impossible Dilemma of a Polar Guide Marilyn Raphael: A twenty-first century structural change in Antarctica’s sea ice system Karl Watson: First Time in Antarctica Jeb Brooks : 7 Days in Antarctica (Journey to the South Pole) Metallica - Freeze 'Em All: Live in Antarctica Learn about your ad choices: dovetail.prx.org/ad-choices…

11 jaar geleden 40:07

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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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FEE043 | Critical First Steps Before Transitioning to a Fee Based Model

PODCAST – Fee Based Financial Planning Mastery™

14 subscribers

published 11 jaar geleden

MP3•Thuis aflevering

49 afleveringen

Alle afleveringen

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

10 years geleden37:11

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 geleden54:37

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 geleden46:40

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 geleden42:59

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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 geleden56:21

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 geleden40:07

40:07

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

11 years geleden58:37

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

11 years geleden1:14:16

1:14:16

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™ 5:32

11 years geleden5:32

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 […]…

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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 geleden1:17:23

1:17:23

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) 1:00:10

11 years geleden1:00:10

1:00:10

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 59:04

12 years geleden59:04

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

12 years geleden51:04

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

12 years geleden1:10:37

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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 geleden1:10:03

1:10:03

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 1:05:30

12 years geleden1:05:30

1:05:30

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? 52:13

12 years geleden52:13

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

12 years geleden

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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 1:03:57

12 years geleden1:03:57

1:03:57

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 […]…

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FEE030 | What’s it worth, and how do you know? 54:56

12 years geleden54:56

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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 […]…

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FEE029 | Too Busy Earning A Living To Earn Real Money? (Part 2) 58:17

12 years geleden58:17

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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? 54:36

12 years geleden54:36

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 1:04:07

12 years geleden1:04:07

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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 39:28

12 years geleden39:28

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 […]…

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FEE025 | Fee Based Financial Planning “Delivery” Secrets 41:17

12 years geleden41:17

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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™ 5:32

12 years geleden5:32

5:32

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FEE023 | Year End Planning With Your V2MOM 52:36

12 years geleden52:36

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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 […]…

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FEE022 | How To Run Your Fee Based Financial Planning Business From A Bomb Shelter 39:18

12 years geleden39:18

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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 46:10

12 years geleden46:10

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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 1:02:58

13 years geleden1:02:58

1:02:58

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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