PODCAST – Fee Based Financial Planning Mastery™

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

“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 […]

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 […]

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 […]

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 […]

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 […]