FEE021 | The 7 Programs I Use Every Week To Run A Successful Fee Based Financial Planning Practice


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 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.

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“Items Mentioned In This Episode”

  • WordPress Plugins: Download any plugins, widgets, or customizable elements for your WordPress blog.
  • Profits Theme: The really, really, really easy way to create an amazing looking, easy to navigate website in a few hours.  (This whole site was made using this premium theme – it is amazingly easy – and totally worth the small fee!)
  • Woo Themes: The ultimate resource for premium looking WordPress themes.
  • Salesforce.com: This is the most amazing CRM on the market.
  • Google for Business: Have Google host your corporate email.  Awesome!
  • Basecamp: The best cloud based project management system on the market.
  • iPhone/iPad: These two products alone allow me to maintain a pretty nomadic lifestyle by keeping me properly connected to my office without the need to keep a computer with me at all times.  Just awesome!  If you don’t have an iPhone, I suggest you re-think this decision.
  • HitTail: A great resource for learning how to increase your website’s ORGANIC search traffic.
  • Google Reader: My secret weapon for constantly bringing to me the best content for my favourite niches.
  • The Strategic Coach: This is the greatest general business coaching program I have ever been involved with.  At the time of this post, I am entering my 15th year.  Awesome!

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