Fee Based Financial Planning Mastery™

Podcast: Play in new window | Download Year End Planning With Your V2MOM Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I review everything you need to know about planning your best year ever using the V2MOM. This podcast is my way of bringing together like-minded financial professionals so [...]

Podcast: Play in new window | Download The 7 Programs I Use Every Week To Run A Successful Fee Based Financial Planning Practice Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I run through with you the top 7 programs I use on a daily/weekly basis to run my [...]

Podcast: Play in new window | Download Fees, Marketing and Deliverables – The Catch All Episode Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I review everything you need to know about setting your fees, marketing your fee based financial planning services and creating deliverables that will WOW! your [...]

Perhaps I should have titled this post “Ignorance is bliss…” because I never knew I shouldn’t have been able to do what I have done. Yes, it was 1993 when I hung my financial planning shingle.  Much to my parents dismay, I left University without a degree.  But, this move allowed me to lay a [...]

Podcast: Play in new window | Download Lifestyle Design With Your Fee Based Financial Planning Practice Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me [...]