FEE025 | Fee Based Financial Planning “Delivery” Secrets


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 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.

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“Items Mentioned In This Episode”

  • Salesforce.com: This is the most amazing CRM 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.

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