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

Scott Plaskett, CFP

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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

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

Scott Plaskett, CFP

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Followers
0
Plays
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About Us

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

Latest Episodes

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

EHow 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 […]

37 MIN2014 DEC 15
Comments
FEE048 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2)

FEE047 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1)

EHow 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 […]

54 MIN2014 DEC 1
Comments
FEE047 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1)

FEE046 | How To “Productize” Your Financial Planning Services

EHow 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 […]

46 MIN2014 AUG 15
Comments
FEE046 | How To “Productize” Your Financial Planning Services

FEE045 | How To Establish The Right Insurance Relationships

EHow 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 […]

42 MIN2014 AUG 1
Comments
FEE045 | How To Establish The Right Insurance Relationships

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

EHow 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. […]

56 MIN2014 JUN 1
Comments
FEE044 | How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers

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

ECritical 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 […]

40 MIN2014 MAY 1
Comments
FEE043 | Critical First Steps Before Transitioning to a Fee Based Model

FEE042 | Q&A (Answering Listener Questions)

EQ&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 […]

58 MIN2014 APR 1
Comments
FEE042 | Q&A (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)

EThe 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 […]

74 MIN2014 MAR 15
Comments
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)

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

E“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 […]

5 MIN2014 JAN 1
Comments
FEE040.5 | “Opening The Kimono” To The Fee Based Financial Planning 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)

EThe 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 […]

77 MIN2013 DEC 1
Comments
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)

Latest Episodes

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

EHow 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 […]

37 MIN2014 DEC 15
Comments
FEE048 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2)

FEE047 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1)

EHow 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 […]

54 MIN2014 DEC 1
Comments
FEE047 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1)

FEE046 | How To “Productize” Your Financial Planning Services

EHow 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 […]

46 MIN2014 AUG 15
Comments
FEE046 | How To “Productize” Your Financial Planning Services

FEE045 | How To Establish The Right Insurance Relationships

EHow 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 […]

42 MIN2014 AUG 1
Comments
FEE045 | How To Establish The Right Insurance Relationships

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

EHow 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. […]

56 MIN2014 JUN 1
Comments
FEE044 | How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers

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

ECritical 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 […]

40 MIN2014 MAY 1
Comments
FEE043 | Critical First Steps Before Transitioning to a Fee Based Model

FEE042 | Q&A (Answering Listener Questions)

EQ&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 […]

58 MIN2014 APR 1
Comments
FEE042 | Q&A (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)

EThe 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 […]

74 MIN2014 MAR 15
Comments
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)

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

E“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 […]

5 MIN2014 JAN 1
Comments
FEE040.5 | “Opening The Kimono” To The Fee Based Financial Planning 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)

EThe 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 […]

77 MIN2013 DEC 1
Comments
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)