Tag Archives: scott plaskett cfp

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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Scott Plaskett, CFP – Speaks to ADVOCIS (The Peel Halton Chapter)

My Fee Based Financial Planning Business Blueprint “Hey, thanks for joining me at the Peel Halton 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 […]

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How I articulate my value to my clients…

I’m not going to lie… figuring this out was an epic struggle.  Here’s the simple technique that allowed me to finally get my value equation down on paper.

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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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