The Ultimate Fee Based Financial Planner Time Management Solution | FEE004 – Transcript



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The ultimate fee based financial planner time management solution or if you’re considering yourself a workaholic you are just showing the world how inefficient you really are. You see my life many years ago when it comes to time efficiency and how to plan your life and whatnot I have a lot to say on this because my life many years ago Kathy and I worked together seven days a week to get the business up and running, I mean we really – you know we had some friends that we had grown up with and whatnot but we really had not you know core relationships with others and we loved what we were doing and you know I was having a ball, I mean I was working with my wife, my wife is my best friend, we were working in the business together building a future, building a life, we both love the whole financial planning business so it was really I mean what was I missing, it was great. We began to get pretty burned out though, I mean that was one of the problems is that you can only do it for so long and we did start getting burned out and we just decided we needed a better life. So we decided to move to the country, did that, moved to the country and spent four years there working all of the time and meeting no new people. Sure we were working in the country and we were having a good time doing it but you know all it was was the view out the window was not another brick wall, it was the forest and trees and it was beautiful but we really weren’t meeting any people.

So we decided to you know meet people, get out and do just that. We started a family and at that point we realized things really needed to change. So what I did was at the time I really have understood the benefits of working with a coach and I’d heard of this program that quite popular, didn’t know very much about it, started looking into it and actually met one of the coaches at a conference I was at and he and I just had a conversation for probably a good you know hour and a half, two hours, I don’t even remember what was going on at the conference because he and I were just talking and at the end of the day he was a coach for this program and I just thought you know what there’s a lot of value in what he has to say and the coach, you’ve probably heard it before, it’s one that’s very, very popular these days, it’s called the Strategic Coach, Dan Sullivan is the owner and founder of the Strategic Coach but you know I say that but I find that there’s a misconception about the Strategic Coach program and you know the misconception is that it has all the answers and it sort of creates this certain way you have to do things and it’s very rigid and everybody starts looking the same and the reality is that’s the furthest thing from it. You see it doesn’t have all the answers for you but it has a ton of tools that will allow you to find the answers that are right for you and there’s a big distinction there because when you’re looking for somebody with an answer then chances are it may not be the right one for you. So you need to craft and design the solutions that are right for you but often times we don’t know how to get to that and hat’s where the Strategic Coach program comes in and it has a lot of tools you can use. I mean when I say a lot of tools it has a lot of tools. You know anybody who’s been in the program or who is in the program knows that there’s a tremendous number of tools that you get every quarter and you know you sometimes at the beginning, I know one of the problems I had when I first started and I’ve been in the program for probably twelve years now, I know one of the problems I had was I felt I had to do everything, I had to take advantage of every tool that was there and I was getting you know quite overwhelmed and it didn’t make any sense.

So you know you do kind of gravitate to the main tools that work for you and you know they do have their core tools which I think everybody needs to focus on and even still if you ask any of the people that are involved in the program and have been there for a while are they using all of the core tools, probably not you know. So but take it with that in mind that it is a fantastic solution, there’s really no other place that I know that I can go and have the types of conversations I do with other business owners because nobody outside of those four walls during that session really has a true appreciation for what it is that we go through as business owners. So it’s a nice environment, very supportive environment and I guess you can call me a lifer when it comes to the Strategic Coach because I’m definitely going to continue with that for as long as I possibly can.

So anyways so I saw and recognized the benefit of hiring a coach and during that process you know it really began to focus me and whatnot. Now I really embrace the idea of planning the year twelve months in advance. So what that means is take a look at your year and say well how do I want this year to look in advance and you know make the work fit around the year that you want to have happen. So you need to sort of plan a little bit backwards, instead of planning out the work you say look let’s plan all of our time off first of all and then plan all the time that we need – or plan our time off then plan the work days that we want, the days that are actually there to generate revenue and then plan around how we’re going to support planning for the time off and planning for getting the revenue generation things done and all the messes and whatnot. And so there’s really the three different types of days and I’ve sort of embraced that and incorporated it into my own unique solution that I’m using for how to run my fee based financial planning practice you know but at the end of the day getting involved with a time management solution and it’s really you know it’s just a way of life, it’s more of a discipline and a routine that you get into you know and it allows you to clean up a ton of messes, it allows you to get through so much information and you become really, really quite efficient. So you’re no longer wearing that badge of honour saying well I’m a workaholic and I love it because all that really does do as I say is it just screams to the world how inefficient you really are. So find ways of becoming more efficient with your work schedule and whatnot.

Now I’m going to give you an update on what my life is like today compared to how it was many, many years ago. So what I did right off the bat I realized you know what I need to incorporate a four day work week instead of a five day work week. Now that doesn’t always happen and you know I’ll be completely honest with that it’s not like I’m able to comply with this 100% but by focusing on that you know every weekend or most weekends have turned into long weekends and that’s a great thing, I mean it’s nice to have that time off and to rejuvenate and whatnot. So it’s important to make sure you do plan your time off and it’s amazing what you can get done in a four day work week versus a five day. I mean who says we have to work a five day work week, I mean we work for ourselves it’s one of the luxuries we have of being able to craft things the way we want to do it.

Now I will tell you that the four days that I do work are very, very busy days. I probably get more done in those four days than most people get done in seven days. So you know it’s just a different slant and a different approach to efficiency and it just allows you to rejuvenate as well. You know working hard really no longer a badge of honour, it’s not something that you want to be doing on a regular basis, you do want to have time off and the results I’ve had is that you know I now have time with my family, I have a lot of time with my family and you know I’m having a great lifestyle and having good quality relationships with my family, with my wife, with my two daughters and giving them you know the lifestyle that I wanted to give them, giving myself a good lifestyle that’s really become my addiction. I mean my quest to be honest with you has always been to become unemployed but to get paid for it. Now I’m nowhere at this point yet so you know don’t get me wrong I’m not sort of standing up and preaching oh you know this is what you need to be doing because you know I’m nowhere near that point yet but I’m having fun. So the ability to craft and design your lifestyle and design your work and your business and everything that’s where the power lies so you know business systems and unique methods were the solutions that allowed me to generate predictable results and freedom from all the stuff that I don’t like you know and really the freedom came from good systems.

So I want to sort of expand on that a little bit. I mean the good systems really are what allow you to walk away from things, to do proper delegations and we’ll get into that a little bit more later in this episode. So what that’s done is it’s given me this whole process that I went through and the whole process of going through with the coaching and working with my wife you know wanting to have a better life and starting a family and moving to the country and doing all these wonderful things it’s really given me certain beliefs and I’ve got four core beliefs that I think are important.

So the first one is you want to make sure you reduce the amount of time you have to do something in order to get it done. Don’t give yourself lots of time to do things. Really cram yourself. What I find is that if we give ourselves a week to do something it’s going to take a week to do something, it’s going to take a week to do that thing. So we want to make sure that we’re not giving ourselves too much time because the reality is we’re going to take that time. So what I like to do is I like to cram things in. I like to say okay I’m going to over schedule myself and really focus on the most important things. Prioritizing at this point is really important and we’re going to get into how I prioritize each day. But make sure that you don’t give yourself too much time to do it, I mean they’ve always said if you need something done give it to a busy person because they’re the ones that are more efficient with their time. So you know take that to heart, that’s become a core belief of mine and if I want to get something done I just make sure that I schedule myself a very small amount of time to do it because it’s amazing how efficient you get when you’ve got a deadline. I mean you know how efficient you are the week leading up to a vacation where you’re going to have to take a flight to get there. You know when that flight is not going to wait for you it’s amazing how efficient you are during that week leading up to it.

So core belief number two plan your ideal week in advance. Now I can talk to you about how important this is. Planning your week in advance makes it so your week – it’s amazing how many times your week will actually play out just like you plan it if you plan it. So it does take a little bit discipline and it’s something that I want to go through with you right now is how I plan my ideal week. So this is my work week, it doesn’t have to be yours but hopefully you can take some information from this and really plan it out. So I’ve got basically the same number of days as you, I’ve got Monday through Sunday those are all my days, nobody else has anymore than I or any less. So on this Monday I call Monday a preparation day, that’s all it is. I’m not expecting anything more from Monday than making sure Monday allows me to set my entire week up. I’ve heard other people say oh you know I like to set my entire week up on the Friday for the next week well by the time Friday hits I’m so done and so tired I just don’t have the time or energy or inclination or wherewithal to do that. So I make sure that first thing I do Monday morning I get up and I lay out and plan out my week. So I have what’s called my ideal week. In my ideal week and I’m going to actually put a template in the show notes so you can download my template of my ideal week so maybe you can use that as a jumping off point and hopefully design something that works for yourself, but for my ideal week I have three crucial must dos. So these are the three things that if nothing else gets done that week those three things absolutely have to get done and the first thing I do is I do them as quickly as possible. If I can get all three of those things done by the end of Monday then my whole week is a success and I haven’t even really gotten into it yet. So I do them as quickly as possible. So number one you want to make sure the three absolute must do things you lay them out, you know what they are and you focus on them first.

Then I take a look at all the strategic projects that I want to move forward. So list them, so list all the next steps for each project that you want to complete. So if you have you know a project that’s a very large project well you don’t want to try and necessarily complete the whole thing at once because maybe it’s going to take longer than a week to do so and you can’t have it take the entire week because there are other things you have to get done. So what I like to do is break it into what do I want to move forward on that project for that week. So I list all the projects that I want to touch during the week and I list the item that I want to move forward on that project and so I keep focused on that.

Then I also list the meetings that I have for that week. So if I have you know six or ten or 20 or however many meetings then I want to make sure that each one of those meetings is 100% prepared for on Monday so I don’t have to worry about doing any preparation during the week. When I drive into the office and I go in to sit down and to start my meetings I want that days meeting queue or docket or whatever you want to call it laid out completely printed, all the deliverables there so I just have to walk out, grab the package for that meeting, sit down and go through it. So I’m going to review each meeting and I’m going to make a list of all the meetings that I have for that week and list everything that needs to be done for that meeting and make sure that all that information gets done so by the end of Monday there should be no meeting that’s not prepared for.

Now I try to get my staff to prepare for most of my meetings because a lot of the information that I do, a lot of the meeting prep that I have is you know it’s unique to the client but it is somewhat routine in its delivery. So you know if I’m doing review meetings for everybody well I’m going to be talking about similar things so I have a certain process that we’ve designed that my staff will go through to prepare for those meetings. Now the components of the deliverables that a client is going to get are all unique to them so that’s where the customization comes in but the overall structure is somewhat the same, it’s more of a templated approach. So I have all my staff prepare for the meetings so therefore it doesn’t take me a lot of time to prepare for each meeting because really all I’m doing is making sure that all the information that I want to have included in the meeting is there. I’m not doing the prep for it, I’m actually doing the oversight and the review to make sure that everything is in order.

So those are the three things, you know your top three to dos. Touch all the strategic projects that you want to move forward and make sure that you have all your meetings prepped on the Monday for the week. Then I’ll compile all the Twitter posts that I want to distribute for the week. So again I’ve talked about it before where you know we do a lot of Twitter and I want to make sure that the Twitter feeds and the Twitter content that I’m putting out there is really valuable so I’ll spend some time going through and gathering basically a week’s worth of information that I want to send out to my followers and I’ll schedule all that in advance. So for the entire week it’s going to happen for me so I don’t have to worry about tweeting on a daily basis and the information I mean just make sure it’s as high quality information as you can find and it’s targeted toward your audience and you know we can go into that further in a future episode. You want to also complete the meeting documents, you know the reviews for all your meetings for the week. So we talked about that before, it’s also part of the prep day. And then the final thing on the prep day is the three critical must dos so make sure that if you can get them all done that day then your whole week is a success and anything else you get done is gravy. So that’s my Monday. Monday is all about preparation.

Tuesday is what I call a money day. Now I have meetings all day on a Tuesday, 80% of the day should be devoted to making money, basically any activity that moves you forward from a revenue standpoint these are what you want to have on your Tuesday. Now 80% of those activities because sometimes things just do creep in, I mean 20% of the day is spent working on moving strategic projects forward because maybe you just have to deal with on that day but 80% of the day should really devoted toward the activities that you do that generate revenue for you. So I also follow this one rule, if all of my meetings for that day are done say by noon I leave and work somewhere else. I don’t stay in the office. The office I’m really only going into the office when I absolutely have to. So I want to make sure that I’m very virtual and you know I’m moving around quite a bit. I don’t want to get stuck into my cave because when you get stuck in the cave it just means that you just sort of settle into an efficient mode. So if I’m done for the day and I know I’ve got a few other projects that I want to be working on I’ll take the projects with me and I’ll go to a coffee shop, I’ll go to a different location, I’ll go somewhere else and work on it because then I’m focused on that location and you know I can always be reached through a cell phone or whatnot but I make sure that if I am done for the day then I don’t stick around and do a lot of work unless I have to be in the office to do that work. It’s all about getting out of your cave. When you get into your cave you get too complacent and you then start to become a little more inefficient. So keep yourself on your toes and force yourself to only take with you what you want to work and then just work on that. Focused time is amazing time.

Then comes Wednesday. Wednesday is really as far as I’m concerned it’s Tuesday repeated. The only thing I have on Wednesdays is I record this particular podcast on Wednesdays so you know from 4:30 I sit down and I do recordings but up until that point I’m basically dealing with any meetings and stuff for that day. So you know I usually come into this recording really quite charged because I’ve had some good meetings with clients and I’ve had some conversations and I’ve done some activities that are generating revenue so you feel pretty good about that.

Same thing on Thursday, it’s another money day. Again it’s the Tuesday, Wednesday repeated. So on those days basically they’re all templated for me, I know what I have to do it’s basically meeting with the clients. Now on the Thursday I have a satellite office so I actually go and work out of that office, it’s just a different location but again it keeps me on my toes, I don’t want to get caught into a cave. I think I’ve talked about it in the past where I talk about sort of getting out of your office and not having an office so that you don’t have a place that you can actually settle into and have as your cave.

Now Friday comes along. Now Friday is what I call a floater day. Now on Fridays you know the focus is to complete the week’s follow up and do any prep for my days off. So what this is it’s a day where you know I’ve got stuff left over that I just have to get done, some paperwork, some analysis, some whatever, anything that’s follow up from the week that I want to make sure doesn’t go into the weekend with me I get that done and then I do any preparation for the time off that I’m going to have. So you know I could take the entire Friday off which you know generally I like to do it’s just recently I’ve been involved with a few other projects that are keeping me quite busy so as I say I’m not perfect and it’s not a solution where it works every time but when you get sort of into groove and the business is humming along basically you know I wouldn’t even take Fridays as floater days, I would just say you know what my Friday is going to be my day for it’s just going to be taking it off, I’m going to take it as a day off day and during the week I’ll schedule time during the week to make sure I’m prepared for that type of day because you know we do need time to rejuvenate. So you know anyways that’s where I’m at with my Fridays right now, it’s kind of a floater day and I’m using it to really make sure I’m prepared for the weekend.

Saturday and Sunday these are days off and this is when you want to play. So you know as I’ve maybe mentioned in the past my daughters are involved in dance, competitive dance so I do spend a lot of time at dance studios. So I make sure I’m you know somewhat virtual. If I’ve chosen that I’m going to work on those days then I make sure I bring some work with me, if I’ve chosen that that’s going to be free day then I basically take that day completely off and I don’t even bring any work with me. If it’s a day where I’ve said this is going to be a day off then I mean you take the day off. You don’t do ten minutes, you don’t do you know twenty minutes, you don’t take phone calls, you don’t do any of that. You just completely take the day off. Now as I say it doesn’t work all the time but I think if you can try for 100% and you end up getting 75% you’re doing a lot better than you would otherwise. So do your best with that and really you know capture those days and if they’re free days and days off take them as days off and make sure that you do keep them as days off because that’s what’s going to allow your head to really rejuvenate and you know as saying this I’m thinking to myself you know I could use a few days off coming up because we’ve been working so hard, we’ve got a lot on the go right now and so you know I really do need to plan some days off because I haven’t really taken many days off in the past but that’s because we’ve got a lot of stuff that we’re working on that I’m actually quite enjoying. But even though I’m enjoying it it does take a toll on you.

So anyway that’s a seven day work week that seems to work well for me. Monday a prep day, Tuesday, Wednesday, Thursday are money days, Friday, Saturday, Sunday would be days off. That’s an ideal week for me. Now as I say it doesn’t always work, aim for 100% you’ll end up with 75% to 80% and it really is a great routine that when you can get into that routine and you plan your days properly and you start off with your ideal week template and fill it in it really makes for an efficient week. So what I’m going to do in the show notes I’m going to put my ideal week template there so there’ll be a pdf of it, you can print that off and take a look at what one looks like as well I’m going to give you a link to the software that I use to keep track of it all because this software, it’s a free software program, I highly recommend you go take a look at the template that I’ve put together, I’ll even maybe put a file that you can upload into the software so you can actually use it in the software and see if you can make it work for yourself. But check it out, it’s fantastic software, it’s free software you know get registered on for it and go from there and hopefully you can incorporate that into your day. I will tell you that the software is Cloud based so it doesn’t matter what computer you’re on, they’ve got an interface for your iPad, for an iPhone so you can access your ideal week wherever you are whenever you need to. That’s the thing I love about this particular program is that it allows me to access it with whatever device I’m using. So I usually have my phone with me I can always access my schedule and say okay I’m done this project or I want to work on something different what do I need to work on and there it is as a reminder for me. So that’s the ideal week template and you know plan your week in advance. So that’s my core belief. Number two is that if you don’t plan it in advance it’s not going to work out for you so make sure you do plan your week in advance.

Now core belief number three and some of you I don’t know maybe I’m going to get some flack for this, maybe I’m going to get some comments saying are you crazy that’s not good whatever but I tell you it works like a charm and every time I test it to see if I’m not doing the right thing you know it just proves to me time and time again that you know what it is the right thing and that core belief is don’t answer your phone. Do not be the one to answer your phone. So if you don’t believe me do a test. Test for the day and let me know how many of the calls should have gone to voicemail, how many of the calls were a complete waste of your time. So do a test for the day and let all of your calls go to voicemail and then see how many were important. So you can either look at it one or the other way, either answer every call and record on maybe a little sheet whether or not that call needed to be handled by you or if it could be handled by somebody else or if it was just a waste call altogether or if the call was absolutely important that it needed to be handled by you. Or go the other way and just say okay I’m going to let every call go to voicemail and then at the end of the day check your voicemail and do this for a couple of days if you want, check your voicemail and see how many of those calls were so urgent that they needed me to answer them right away. The phone it interrupts your flow so quickly, it’s amazing how quickly it does that. So but here’s what I do say, I’m saying don’t answer your phone I’m not saying don’t have your phone answered. So what I have done in my situation is a I have a press zero option for immediate assistance and what that allows me to do is somebody calls in it basically says hi it’s Scott, I’m unable to take your call right now, for immediate assistance press zero and you’ll be transferred to my assistant Jill otherwise please leave a message and I’ll get back to you as soon as I can.

Now what I find is that the majority of calls that do come through to me actually go through and people don’t leave a voicemail because they press zero. Now if that’s important enough it goes directly to my assistant, she takes the call, if it’s that critical that it needs to come to me she then brings it to me, if it’s not that critical or if she can handle it and she knows that her job is try and handle as many of those calls as possible then she goes ahead and handles it and nine times out of ten the voicemails that are left for me if it is a client and they are needing to hear me I’ve got it set up so that the voicemails get emailed to me basically seconds after they’re left. So what happens is the email comes in, I’ll check the voicemail, listen to it, if it’s something I need to respond to I call the client right back. It’s amazing the number of times the client says wow I just left the message for you thanks so much for getting back to me so quickly and I say well I just stepped out of the office, missed your call unfortunately but I got the voicemail, what can I do for you and it goes a long way. So if it is critically important I do get back to them. So I’ve got the mechanism set up where I’m setting myself up for success, I’m not letting my time be wasted by people who are you know calling me and really I shouldn’t be taking the phone call, I do have a solution in place that if they need to speak with somebody immediately they can get the assistance and if they do need to speak with me immediately they either speak with my assistant Jill and then she touches base with me or they leave me message and I listen to it and if I do agree that it’s important I get right back to them. So it’s a solution that works, it’s a huge timesaver so definitely take advantage of my core belief number three which is don’t answer your phone.

Now core belief number four document before you delegate. So you’ll hear all over the place when it comes to good time management and good business growth and whatnot delegate the things that you shouldn’t be doing and that’s good advice however the one thing that’s not being done is often times people aren’t documenting what they need to delegate or documenting what needs to be done. So they maybe say hey you know I need to get this done can you do it and then that person doesn’t do it the way they wanted them to do it, they didn’t know because they were just doing it the way they thought they were supposed to do it and then the person says oh well I can’t delegate anymore because nobody can do it like I can. Well that’s your own fault, you haven’t set it up properly. So here are some tools and solutions that I use when it comes to delegation.

Number one document it. So how do I document all of delegations. Well the first thing I do is I do a lot of video unique methods. Now what that means is I’m not setting up a video camera or a digital camera and actually taking a video of me doing it, what I’m doing is I’m using what’s called screen capturing. So screen capturing often times what needs to be done is being done on a computer so what I do is I do a screen capture with an audio narration of me doing it. so very similar to what I’m doing right now, I’ve got my screen up in front of me and it’s got some notes of things I want to talk about so I’ve got the notes and everything there and I’m talking. So I can record all of this. Now what I do if there’s a certain task that I wan tot have done or if there’s a certain thing that I need to have done then I will go through and I will narrate here’s what needs to be done and if it’s something that’s a routine, almost like a how to manual or something like that, then I will take the time and I’ll go through every little step and it’s amazing how people enjoy seeing the little steps because there are certain nuances that you often times can’t explain unless people see it. So definitely take advantage of the video unique methods, making sure that you’re using screen capturing software to do that and then keep a library of all of these unique methods. So what that means is that when you have new staff come in, if you hire somebody new and they need to start doing things now you’ve actually got your training material already set aside. So we have in our Salesforce database we have a library in there of all the training material and it’s great because it’s searchable. So we have key words that you can search by and if you need to do an address change for a client or a birthday letter for a client or whatever then all you do is you type in that information or you just type in how to and it brings up all the videos, you scroll through the video and find the one that you need to get done. So it’s a great solution.

Now how I capture all of that is I use a program called Camtasia. So for the PC there’s a program called Camtasia, it is worth so much more than you pay for it. So definitely if you haven’t got Camtasia get a copy of Camtasia, there’s a free download you can get just to try it out, set it up and get yourself a headset with a microphone and you’re away to the races, you can create some really cool unique methods on how to do things using that. If you’re using a Mac there’s a program called ScreenFlow, the same idea, same concept so you go ahead and do that and then you save the file and then you’ve got it for future reference. So proper delegation if delegation has been a challenge in the past it’s only because you haven’t set it up properly. So what I do here set it up properly so that people are being delegated with all the tools that they need to have a successful delegation and you can really make a lot of headway with that. So those are the core beliefs. I mean you know core beliefs reduce the amount of time it takes to do something, in order to get it done plan your ideal week in advance, don’t answer your phone and document before you delegate. If you can take advantage of those four core beliefs and incorporate that into your practice you will find you will become so efficient at what you do it’s amazing how much you’ll be able to get done.

Now the striving part of all this is you want to strive to become a resultsaholic as opposed to a workaholic. You know being a workaholic you know it’s great, you’re probably doing a lot and you’re feeling good about yourself but the reality is I don’t care anything about the level of work, all I care about are results. Know what you want done and what it will look like when it is done. Focus on getting things done, encourage your staff to get things done. You know I mean if they’re efficient and you find that they’re getting things done and it’s a beautiful day do what I do, I have what’s called an out of the blue go home early email. So if it’s a beautiful day in the summer and I know that they’ve worked hard in the week and they’re basically sitting there and it’s Friday afternoon and I know that Friday afternoon is pretty slow around a financial firm so what I do is I might call them at eleven o’clock or email them at eleven or twelve and say you know what if you get to the middle of the day and there’s really not much going on just take the day off you know or take off it’s no sweat off my nose because I’d rather have you do that and enjoy things and be happy about it because there are going to be days when I’m going to need you to work late, I’m going to need you to really step up. So you know if there’s no need for them to be there, just like myself if there’s no need for me to be there I don’t really want to be there. So if I can you know make a bit of a long weekend for my staff then I like to do that as well.

So take advantage of that. You know those are some things that will really enhance your productivity, take advantage of the core beliefs, definitely go on to the show notes and download the template that I’ve go there for there you, register for the free software to give it a try you know and take advantage of that because it’s going to make you so much more results oriented and you know being a resultsaholic is so much better than being a workaholic. So please go to www.feebasedfinancialplanningmastery.com, click on episode four, you can post any questions that you have with regards to this particular episode and I’ll do everything I can to get answers to you on those. I may answer them in an upcoming episode or I may answer them right online but definitely ask your questions there. Also check out our toolbox and recommended reading list to see a listing of the other resources I use to run my successful fee based financial planning practice, take advantage of that and you know take advantage of the software that’s there. If you’re in there and you’re going through you know why don’t you try out some of the software links that I’ve put there for you. I use them, anything that goes on that toolbox list or recommended reading I’ve either read, am reading or am using and currently using them in my practice right now. Nothing I put up there is something that I’m not using. If I’m not using it it’s not worth you checking out because I’m going to test everything, I want you to learn from my mistakes so take advantage of that, I know that the software for the template my ideal week you’re going to love that, the ways that we can start using that type of software are huge and we’re going to talk more about that in a future episode. So get out there and build yourself a better practice.

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Copyright © Scott E. Plaskett 2012 All Rights Reserved. No part of this document may be reproduced without Scott E. Plaskett’s written permission.

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