FEE048 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2)

Podcast: Play in new window | DownloadHow to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to explain to you about how to utilize technology to automate your workflows and your […]

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FEE047 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1)

Podcast: Play in new window | DownloadHow to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to explain to you about how to utilize technology to automate your workflows and your […]

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Scott Plaskett, CFP – Speaks at The Barrington’s National Conference (Marketing Hacks)

Scott Plaskett, CFP – Speaks at The Barrington’s National Conference (Marketing Hacks) “Hey, thanks for joining me at The Barrington’s National Conference. I hope it helped you with your business. It was a real pleasure to speak to you. As promised, here is where you will find all of the links to the content that […]

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Scott Plaskett, CFP – Speaks to ADVOCIS – The Saugeen Chapter

“Hey, thanks for joining me at the Saugeen Chapter of Advocis Presentation. I hope it helped you with your business. It was a real pleasure to speak to you. As promised, here is where you will find all of the links to the content that I referred to in the presentation.”

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FEE046 | How To “Productize” Your Financial Planning Services

Podcast: Play in new window | DownloadHow To “Productize” Your Financial Planning Services Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how to “productize” your financial planning services so that you can stop giving your advice away for free.  Properly […]

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