FEE016 | As a fee based financial planner, should you work with everybody who wants to work with you?



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As a fee based financial planner, should you work with everybody who wants to work with you?

Welcome to The Fee Based Financial Planning Mastery Podcast!

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In This Episode

In this episode, I’m going to talk about a very challenging side of running a fee based financial planning practice – the fact that you can’t and shouldn’t work with just anybody.

This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s working (and more importantly, what’s not) in the world of financial planning.  So, Subscribe for Free Now!  My plan is to record a new episode on the 1st and 15th of each month.  Subscribing today will deliver these episodes to you as soon as they are released.

Visit us online at www.feebasedfinancialplanningmastery.com.

  Episode Transcript



“Items Mentioned In This Episode”

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