FEE039 | The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for Their Clients and Serious WEALTH for Themselves (Part 1)
The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for Their Clients and Serious WEALTH for Themselves (Part 1)
Welcome to The Fee Based Financial Planning Mastery Podcast™!
In this episode of Fee Based Financial Planning Mastery™, I’m going to start a series about the 3 stages that EVERY fee based financial planning practice MUST pass through in order to create tremendous VALUE for their clients and serious WEALTH for themselves.
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“Items Mentioned In This Episode”
- LinkedIn Group: Fee Based Financial Planning Mastery
- Facebook: Fee Based Financial Planning Mastery
- Golf Course: Rocky Crest Golf Resort Muskoka, Ontario
- MindMeister: Not only is this one of the most amazing pieces of software I have ever used, it is also cloud based so I can access it from anywhere. It has an iPad app, iPhone app and it works seemlessly with my Google Apps account. Whenever I run through a mind map with someone, they always ask, “Where did you get this amazing software from?”
- Fee Based Academy: www.ilovefinancialplanning.com