Tag Archives: financial advisor

I’ve decided to do something completely new this year…

I’ve decided to do something completely new this year. I’m opening up a NEW, exclusive workshop to the public and I want YOU to be a part of it. The workshop will be taking place here in Toronto in mid-November. This is an exclusive opportunity to WORK DIRECTLY WITH ME IN PERSON, and I’ll teach […]

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The DEATH of Financial Planning!

The reign of the traditional “Financial Planner” is over!  Industry insiders warn that an up-and-coming advisor model is acquiring new clients “with ease” in a stealth-like fashion—and clients are happily paying for the financial planning advice.  Industry insiders call it “the next billion dollar industry.” Financial industry coaches state, “It’s like a Robo-Advisor on Steroids!”—and […]

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FEE026 | Backoffice / Project Management “Secrets” Revealed

Podcast: Play in new window | DownloadBackoffice / Project Management “Secrets” Revealed Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode In this episode, I’ll share with you the behind the scenes in my practice on what I do to keep track of and manage all of the moving parts of a […]

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