Episode Transcript Okay, everybody, let’s get to it. Now, let’s talk about how to automate your lead generation process using social media. So first thing we’re going to talk about is what is social media? What is each medium for? We und...
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Tagged As: business owner, Fee Based Financial Planning, Financial Planning, lead generation, social media
Episode Transcript Hey, everybody. I’m just going to have a little chat with you about what’s new with me, I mean, what we’re doing here. This is a podcast and I’m really excited about it because it’s giving me a chance...
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Tagged As: business owners, fee based financial, feebased financial
You know I’ve always said that if I were to write a paper on my history and success I would title it “IGNORANCE IS BLISS”. Because, I never knew I wasn’t supposed to be able to do what I have done as a financial planner. It seems that everytime I go ...
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Tagged As: Fee Based Financial Planning, Practice Management, Successful Practice Management Tools
Perhaps I should have titled this post “Ignorance is bliss…” because I never knew I shouldn’t have been able to do what I have done. Yes, it was 1993 when I hung my financial planning shingle. Much to my parents dismay, I left Univers...
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Tagged As: Fee Based Financial Planning, Fee Based Mindset, Financial Planning, Finding your passion, Time Management, v2mom, Virtual Assistants
Please don’t get caught by the business planning trap. I’ll tell you right now, business plans don’t work. (And they rob you of a ton of time during their creation). Business plans are written for one person. Your bank manager. The on...
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Tagged As: Business Plan, Practice Management, v2mom