Fee Based Financial Planning Mastery™

I’ve decided to do something completely new this year…

Scott_CFP — Fri, 16 Oct 2015 16:44:02 +0000

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 […]

The DEATH of Financial Planning!

Scott_CFP — Tue, 06 Oct 2015 21:07:16 +0000

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 […]

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

Scott_CFP — Thu, 05 Feb 2015 13:00:34 +0000

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 […]

How I articulate my value to my clients…

Scott_CFP — Wed, 04 Feb 2015 15:52:57 +0000

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.

Scott Plaskett, CFP – Speaks at Hahn’s Webinar: Independence Day (Running a Successful Fee Based Practice Today)

Scott_CFP — Tue, 20 Jan 2015 19:00:52 +0000

Scott Plaskett, CFP – Speaks at Hahn’s Webinar: Independence Day (Running a Successful Fee Based Practice Today) “Hey, thanks for joining me at Hahn’s Webinar: Independence Day (Running a Successful Fee Based Practice Today). I hope it helped you with your business. It was a real pleasure to speak to you. As promised, here is […]

FEE048 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2)

Scott_CFP — Mon, 15 Dec 2014 14:00:47 +0000

How 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 key processes. These technologies are critical […]

FEE047 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1)

Scott_CFP — Mon, 01 Dec 2014 14:00:13 +0000

How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1) 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 key processes. These technologies are critical […]

Scott Plaskett, CFP – Speaks at The Barrington’s National Conference (Marketing Hacks)

Scott_CFP — Wed, 22 Oct 2014 13:00:21 +0000

Scott Plaskett, CFP – Speaks at The Barrington’s National Conference (Marketing Hacks) “Hey, thanks for joining me at The Barrington’s National Conference. 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 […]

Scott Plaskett, CFP – Speaks to ADVOCIS – The Saugeen Chapter

Scott_CFP — Wed, 01 Oct 2014 13:00:58 +0000

“Hey, thanks for joining me at the Saugeen 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 to in the presentation.”

FEE046 | How To “Productize” Your Financial Planning Services

Scott_CFP — Fri, 15 Aug 2014 13:00:41 +0000

How To “Productize” Your Financial Planning Services Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how to “productize” your financial planning services so that you can stop giving your advice away for free. Properly articulating your value is a critical […]

How To Establish The Right Insurance Relationships | FEE045 – Transcript

Scott_CFP — Fri, 08 Aug 2014 13:00:31 +0000

Episode Transcript So let me just give a bit of an outline for what I want to talk to you about today. Having a supportive and proper MGA or insurance relationship is critical to the success and the successful migration to a fee based financial planning business model. The purpose of this section is to […]

FEE045 | How To Establish The Right Insurance Relationships

Scott_CFP — Fri, 01 Aug 2014 13:00:27 +0000

How To Establish The Right Insurance Relationships Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how to establish the right insurance relationships when migrating to a Fee Based Financial Planning Business Model. This podcast is my way of bringing together […]

How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers | FEE044 – Transript

Scott_CFP — Sun, 08 Jun 2014 13:00:33 +0000

Episode Transcript True or false? You, as a financial advisor, are suffering through a totally sceptical and mistrusting public, primarily caused by the avalanche of negative articles and reports of scandals in the media. And the resulting compliance panic at the home offices has made an already tough marketing and promotion situation nearly impossible. Now, […]

FEE044 | How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers

Scott_CFP — Sun, 01 Jun 2014 13:00:59 +0000

How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how to establish direct referral relationships with investment counselling firms and portfolio managers that are ideal for your clients. […]

Scott Plaskett, CFP – Speaks at the 12th Annual Practice Development Summit (Hosted by Sun Life Financial)

Scott_CFP — Wed, 28 May 2014 13:00:22 +0000

Scott Plaskett, CFP – Speaks at the 12th Annual Practice Development Summit (Hosted by Sun Life Financial) “Hey, thanks for joining me at the 12th Annual Practice Development Summit (Hosted by Sun Life Financial) in Esterel, Quebec. I hope it helped you with your business. As promised, here is where you will find my insider […]

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

Scott_CFP — Thu, 08 May 2014 13:00:02 +0000

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

Scott_CFP — Thu, 01 May 2014 13:00:29 +0000

Critical First Steps Before Transitioning to a Fee Based Model Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about the first things you need to do before initiating your business transition to a Fee Based model. You must choose your transition […]

Scott Plaskett, CFP – Speaks at The 2014 HAHN Advisor Symposium

Scott_CFP — Tue, 08 Apr 2014 17:00:52 +0000

Scott Plaskett, CFP – Speaks at The 2014 HAHN Advisor Symposium “Hey, thanks for joining me at the 2014 HAHN Advisor Symposium. 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 […]

Q&A (Answering Listener Questions) | FEE042 – Transcript

Scott_CFP — Tue, 08 Apr 2014 13:00:12 +0000

Episode Transcript Okay, so let’s get right into some of the questions that we’ve been letting. The first series of questions we’ve been getting actually had a lot to do with the past couple of episodes where I had mentioned or made some mention about tracking ratios and the importance of tracking all the ratios […]

FEE042 | Q&A (Answering Listener Questions)

Scott_CFP — Tue, 01 Apr 2014 13:00:11 +0000

Q&A (Answering Listener Questions) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I will be answering some of our listener questions that I have received lately. If you would like your question to be answered, be sure to email me at feefpmastery@ironshield.ca This podcast is […]

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 – Transcript

Scott_CFP — Sat, 22 Mar 2014 13:00:44 +0000

Episode Transcript Okay here we are on the home stretch of the series. Now before I dive into the final phase of your business building venture. I want to do a bit of a recap on things. Now let me start by reminding you of how important it is not to work through these phases […]

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)

Scott_CFP — Sat, 15 Mar 2014 13:00:38 +0000

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) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, this special 3-part podcast series continues as we […]

Scott Plaskett, CFP Speaks to ADVOCIS – Golden Triangle Chapter

Scott_CFP — Wed, 22 Jan 2014 13:00:06 +0000

Scott Plaskett, CFP Speaks to ADVOCIS – Golden Triangle Chapter “Hey, thanks for joining me at the Golden Triangle Chapter of Advocis Presentation. I hope it helped you prepare for your year. It was a real pleasure to speak to you. As promised, here is where you will find all of the links to the […]

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

Scott_CFP — Wed, 01 Jan 2014 14:00:46 +0000

“Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™ Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode In this episode, I open my Kimono and let you in on a secret video I’ve been working on for some time now. The next session of The Fee Based Financial Planning […]

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 – Transcript

Scott_CFP — Sun, 08 Dec 2013 14:00:54 +0000

Episode Transcript Alright, so now continuing from the last episode, in the previous episode I went through the Building a Foundation Stage of your business. So I guess the real question then is how do you know when you’re ready to move on to the next stage, because it’s very important that you don’t move […]

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)

Scott_CFP — Sun, 01 Dec 2013 14:00:08 +0000

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) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, this special 3-part podcast series continues as we […]

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 – Transcript

Scott_CFP — Fri, 08 Nov 2013 14:00:42 +0000

Episode Transcript So let me ask you a question before we get into the meat of this episode. Can you ever remember a time in this business when your frustration level was any higher? I mean, let’s call a spade a spade. The financial services industry is facing the most challenging times you’ve ever seen. […]

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)

Scott_CFP — Fri, 01 Nov 2013 13:00:17 +0000

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) Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to start a series about the […]

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

Scott_CFP — Tue, 15 Oct 2013 13:00:54 +0000

The KEY Moving Parts to Running a Fee Based Financial Planning Business Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about the key moving parts to running a fee based financial planning business. This podcast is my way of bringing together […]

FEE037 | How I Track the Progress of My Business

Scott_CFP — Tue, 01 Oct 2013 13:00:30 +0000

How I Track the Progress of My Business Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to reveal two tools that I use to track the progress of my business. This podcast is my way of bringing together like-minded financial professionals so that […]

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

Scott_CFP — Sun, 15 Sep 2013 13:00:14 +0000

People Want To Pay You For Your Financial Planning Advice – If You’ll Let Them Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to dive into why people WANT to pay you for your financial planning advice – IF you’ll let them. This […]

FEE035 | Work Life Balance is B.S.!

Scott_CFP — Sun, 01 Sep 2013 13:00:09 +0000

Work Life Balance is B.S.! Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how Work-Life Balance is B.S.! This podcast is my way of bringing together like-minded financial professionals so that we can communicate and share what’s working (and more […]

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

Scott_CFP — Mon, 01 Jul 2013 13:00:52 +0000

The “Math” Behind A Successful Fee Based Financial Planning Practice Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I’m going to talk about the math behind a successful fee based financial planning practice. This podcast is my way of bringing together like-minded […]

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

Scott_CFP — Sat, 01 Jun 2013 13:00:18 +0000

What Are You Executing In Your Business To Make A Difference? Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I’m going to talk about what are you executing in your business to make a difference? This podcast is my way of bringing […]

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

Scott_CFP — Wed, 15 May 2013 13:00:44 +0000

The Curse Of Knowledge And How It’s Holding You Back Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I’m going to talk about the curse of knowledge and how it’s holding you back. This podcast is my way of bringing together like-minded […]

FEE031 | The Technology That I’m Using Today

Scott_CFP — Wed, 01 May 2013 13:00:26 +0000

The Technology That I’m Using Today Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I’m going to talk about the key technology that I’m using today. This podcast is my way of bringing together like-minded financial professionals so that we can communicate […]

FEE030 | What’s it worth, and how do you know?

Scott_CFP — Mon, 15 Apr 2013 13:00:41 +0000

What’s it worth, and how do you know? Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I’m going to talk about the most important two questions you could ever ask. What’s it worth? And, How do you know? This podcast is my […]

FEE029 | Too Busy Earning A Living To Earn Real Money? (Part 2)

Scott_CFP — Mon, 01 Apr 2013 13:00:29 +0000

Too Busy Earning A Living To Earn Real Money? (Part 2) Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I dive in Part 2 of the question are you to busy earning a living to earn any real money? This podcast is […]

My Heroes

Scott_CFP — Thu, 28 Mar 2013 18:26:40 +0000

You know I’ve always said that if I were to write a paper on my history and success I would title it “IGNORANCE IS BLISS”. Because, I never knew I wasn’t supposed to be able to do what I have done as a financial planner. It seems that everytime I go to an industry event, […]

FEE028 | Too Busy Earning A Living To Earn Real Money?

Scott_CFP — Fri, 15 Mar 2013 13:00:47 +0000

Too Busy Earning A Living To Earn Real Money? Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I ask the question are you to busy earning a living to earn any real money? This podcast is my way of bringing together like-minded […]

FEE027 | How To Design A “Frictionless” Lifestyle Business

Scott_CFP — Fri, 01 Mar 2013 18:22:03 +0000

How To Design A “Frictionless” Lifestyle Business Welcome to The Fee Based Financial Planning Mastery Podcast™! In This Episode On this episode of Fee Based Financial Planning Mastery I’m going to discuss How To Design A “Frictionless” Lifestyle Business. This podcast is my way of bringing together like-minded financial professionals so that we can communicate […]

FEE026 | Backoffice / Project Management “Secrets” Revealed

Scott_CFP — Fri, 15 Feb 2013 14:00:04 +0000

Backoffice / 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 fee based financial planning business. This […]

FEE025 | Fee Based Financial Planning “Delivery” Secrets

Scott_CFP — Fri, 01 Feb 2013 22:57:17 +0000

Fee 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 that we can communicate and share […]

FEE024 | “Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™

Scott_CFP — Wed, 02 Jan 2013 17:00:40 +0000

FEE023 | Year End Planning With Your V2MOM

Scott_CFP — Sat, 15 Dec 2012 14:00:12 +0000

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 that we can communicate and share what’s […]

FEE022 | How To Run Your Fee Based Financial Planning Business From A Bomb Shelter

Scott_CFP — Sat, 01 Dec 2012 16:26:49 +0000

How To Run Your Fee Based Financial Planning Business From A Bomb Shelter Welcome to The Fee Based Financial Planning Mastery Podcast! In This Episode In this episode, I highlight what you need to do in order to run your business from a bomb shelter. This podcast is my way of bringing together like-minded financial professionals […]

No Fee Based Financial Planning Mastery Podcast Episode This Week!

Scott_CFP — Wed, 21 Nov 2012 23:15:34 +0000

A personal note from Scott Plaskett, CFP… Hi Everyone, It does’t look like I’ll be posting an episode for mid-November. Lot’s of other great things being developed on my end to help you all in your quest to build a better business. Unfortunately though, something this week had to give so I decided to hold […]

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

Scott_CFP — Sat, 03 Nov 2012 12:55:36 +0000

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 successful fee based financial planning practice. This […]

FEE020 | Fees, Marketing and Deliverables – The Catch All Episode

Scott_CFP — Tue, 23 Oct 2012 13:09:25 +0000

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 clients. This podcast is my way of […]

10 Laws Of Insanely Successful Fee Based Financial Planners

Scott_CFP — Mon, 08 Oct 2012 15:14:11 +0000

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 […]