FEE041 | 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 3)



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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 3)

Welcome to The Fee Based Financial Planning Mastery Podcast™!

In this episode of Fee Based Financial Planning Mastery™, this special 3-part podcast series continues as we explore The Scalability Stage – this is where true wealth is created.

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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Episode Transcript





“Items Mentioned In This Episode”

  • LinkedIn Group: Fee Based Financial Planning Mastery
  • 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?”
  • Diagram Charts – Gliffy: Professional-quality flowcharts, org charts, UML diagrams, network diagrams, wireframes, technical drawings and more.
  • Diagram Charts – Lucidchart: Is your solution for visual communication.  Flow charts, diagrams, UML sketches, and ER models have never been easier.  Start a free trial today!
  • The Pumpkin Plan: A Simple Strategy To Grow A Remarkable Business In Any Field (By: Mike Michalowicz)

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