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

      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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Introduction to the Fee Based Financial Planning Mastery Podcast | FEE000 – Transcript

  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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My Heroes

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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10 Laws Of Insanely Successful Fee Based Financial Planners

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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Screw the business plan, I’ve got a V2MOM!

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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