Cover image of PODCAST – Fee Based Financial Planning Mastery™

PODCAST – Fee Based Financial Planning Mastery™

Everything you need to know to escape the shackles of a commission based financial planning practice

Ranked #1

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FEE007 | Starting Your Fee Based Financial Planning Practice From Scratch

FEE007 | Starting Your Fee Based Financial Planning Practice From Scratch

Starting Your Fee Based Financial Planning Practice From Scratch Welcome to The Fee Based Financial Planning Mastery Pod... Read more

1 Apr 2012

59mins

Ranked #2

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FEE003 | How to migrate your commission based practice to a fee based financial planning model

FEE003 | How to migrate your commission based practice to a fee based financial planning model

How to migrate your commission based practice to a fee based financial planning model Welcome to The Fee Based Financial... Read more

1 Feb 2012

49mins

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Ranked #3

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FEE043 | Critical First Steps Before Transitioning to a Fee Based Model

FEE043 | Critical First Steps Before Transitioning to a Fee Based Model

Critical First Steps Before Transitioning to a Fee Based Model Welcome to The Fee Based Financial Planning Mastery Podca... Read more

1 May 2014

40mins

Ranked #4

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FEE041 | The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for Their Clients and Serious WEALTH for Themselves (Part 3)

FEE041 | The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for Their Clients and Serious WEALTH for Themselves (Part 3)

The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for ... Read more

15 Mar 2014

1hr 14mins

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Ranked #5

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FEE042 | Q&A (Answering Listener Questions)

FEE042 | Q&A (Answering Listener Questions)

Q&A (Answering Listener Questions) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of ... Read more

1 Apr 2014

58mins

Ranked #6

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FEE004 | The Ultimate Fee Based Financial Planner Time Management Solution

FEE004 | The Ultimate Fee Based Financial Planner Time Management Solution

The Ultimate Fee Based Financial Planner Time Management Solution Welcome to The Fee Based Financial Planning Mastery Po... Read more

15 Feb 2012

37mins

Ranked #7

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FEE039 | The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for Their Clients and Serious WEALTH for Themselves (Part 1)

FEE039 | The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for Their Clients and Serious WEALTH for Themselves (Part 1)

The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for ... Read more

1 Nov 2013

1hr

Ranked #8

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FEE038 | The KEY Moving Parts to Running a Fee Based Financial Planning Business

FEE038 | The KEY Moving Parts to Running a Fee Based Financial Planning Business

The KEY Moving Parts to Running a Fee Based Financial Planning Business Welcome to The Fee Based Financial Planning Mast... Read more

15 Oct 2013

59mins

Ranked #9

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FEE006 | CRM Solutions – The Most Important Tool In Your Fee Based Financial Planning Practice Toolbox

FEE006 | CRM Solutions – The Most Important Tool In Your Fee Based Financial Planning Practice Toolbox

CRM Solutions – The Most Important Tool In Your Fee Based Financial Planning Practice Toolbox Welcome to The Fee Based F... Read more

15 Mar 2012

50mins

Ranked #10

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FEE040 | The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for Their Clients and Serious WEALTH for Themselves (Part 2)

FEE040 | The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for Their Clients and Serious WEALTH for Themselves (Part 2)

The 3 Stages That EVERY Fee Based Financial Planning Practice MUST Pass Through in Order to Create Tremendous VALUE for ... Read more

1 Dec 2013

1hr 17mins

Ranked #11

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FEE021 | The 7 Programs I Use Every Week To Run A Successful Fee Based Financial Planning Practice

FEE021 | The 7 Programs I Use Every Week To Run A Successful Fee Based Financial Planning Practice

The 7 Programs I Use Every Week To Run A Successful Fee Based Financial Planning Practice Welcome to The Fee Based Finan... Read more

3 Nov 2012

46mins

Ranked #12

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FEE037 | How I Track the Progress of My Business

FEE037 | How I Track the Progress of My Business

How I Track the Progress of My Business Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of... Read more

1 Oct 2013

51mins

Ranked #13

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FEE005 | How To Run Your Business So You Can Justify A High Multiple When You Sell

FEE005 | How To Run Your Business So You Can Justify A High Multiple When You Sell

How To Run Your Business So You Can Justify A High Multiple When You Sell Welcome to The Fee Based Financial Planning Ma... Read more

1 Mar 2012

37mins

Ranked #14

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FEE040.5 | “Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™

FEE040.5 | “Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™

“Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™ Welcome to The Fee Based Financial Planning Ma... Read more

1 Jan 2014

5mins

Ranked #15

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FEE036 | People Want To Pay You For Your Financial Planning Advice – If You’ll Let Them

FEE036 | People Want To Pay You For Your Financial Planning Advice – If You’ll Let Them

People Want To Pay You For Your Financial Planning Advice – If You’ll Let Them Welcome to The Fee Based Financial Planni... Read more

15 Sep 2013

1hr 10mins

Ranked #16

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FEE035 | Work Life Balance is B.S.!

FEE035 | Work Life Balance is B.S.!

Work Life Balance is B.S.! Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Fi... Read more

1 Sep 2013

1hr 10mins

Ranked #17

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FEE034 | The “Math” Behind A Successful Fee Based Financial Planning Practice

FEE034 | The “Math” Behind A Successful Fee Based Financial Planning Practice

The “Math” Behind A Successful Fee Based Financial Planning Practice Welcome to The Fee Based Financial Planning Mastery... Read more

1 Jul 2013

1hr 5mins

Ranked #18

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FEE033 | What Are You Executing In Your Business To Make A Difference?

FEE033 | What Are You Executing In Your Business To Make A Difference?

What Are You Executing In Your Business To Make A Difference? Welcome to The Fee Based Financial Planning Mastery Podcas... Read more

1 Jun 2013

52mins

Ranked #19

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FEE032 | The Curse Of Knowledge And How It’s Holding You Back

FEE032 | The Curse Of Knowledge And How It’s Holding You Back

The Curse Of Knowledge And How It’s Holding You Back Welcome to The Fee Based Financial Planning Mastery Podcast™! In Th... Read more

15 May 2013

Ranked #20

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FEE031 | The Technology That I’m Using Today

FEE031 | The Technology That I’m Using Today

The Technology That I’m Using Today Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On thi... Read more

1 May 2013

1hr 3mins

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