Tag Archives: financial planner

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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FEE025 | Fee Based Financial Planning “Delivery” Secrets

Podcast: Play in new window | DownloadFee 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 […]

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Introduction to the Fee Based Financial Planning Mastery Podcast | FEE000 – Transcript

Episode Transcript Hey, everybody.  I’m just going to have a little chat with you about what’s new with me, I mean, what we’re doing here.  This is a podcast and I’m really excited about it because it’s giving me a chance to sort of give back to the CFP community, to the financial planning community. […]

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