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Fee Based Financial Planning Mastery
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Everything you need to know to migrate your financial planning practice to a fee-based one!
Everything you need to know to migrate your financial planning practice to a fee-based one!

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Have you ever wondered why some financial advisors just seem "lucky?" Money just seems to flow to them. They get all the leads, prospects and clients they can ever want. It's NOT because they are better than you; it's because they have set up their business so that clients and money come to them.
Click here: http://www.feebasedfinancialplanningmastery.com/landing/fs-workshop-2015-exclusive/

#feebased   #financialplanning   #financialplanner   #financialadvisor   #businessowner   #entrepreneur  
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It’s my pleasure to announce that I’ve recently received the MoneySense Approved Financial Advisor designation from MoneySense, one of Canada’s leading personal finance media brands. This is a great achievement for me and I’d like to thank everyone for their support!

#financialplanning #financialplanner #financialadvisor #moneysense #feebased
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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 it's only  available to financial planners in Canada.

Recently I spoke with Krystian Urbanski, Senior Vice-President, Business Development, of Forstrong Global, and shared some of the cool things I’ve been doing at my fee-based financial planning firm.

These actions allowed me to DOUBLE my revenues from the previous year to seven-figures.

He asked me how I did it.  My answer? “I made sure I didn’t do any traditional financial planning for clients.”

Kris asked if I would share my story with his clients – other financial advisors.  The result is this... a free LIVE webinar highlighting why I feel that traditional financial planning will be the death of the financial planner.   

In this webinar, you’ll learn the latest approach to comprehensive financial planning that has allowed me to DOUBLE my firm’s revenue in 12 months and why I feel that CRM2, in conjunction with traditional financial planning, will move independent financial advisors one step closer to bankruptcy.

Join me and other financial advisors LIVE on Tuesday, October 13th, 2015 at 11:00 a.m. EDT, at this one-time event, hosted by Forstrong Global.  Learn more about “The DEATH of Financial Planning.” 

Don’t miss out—click here to register for this one-day-only event.

http://www.feebasedfinancialplanningmastery.com/the-death-of-financial-planning

See you at the webinar and make sure to say “Hi” to us in the Chat.

Scott

P.S.  Just in case you needed any more encouragement, I told Krystian that I would only be comfortable revealing my secrets ONCE as I would prefer not to totally give up my competitive advantage.

http://www.feebasedfinancialplanningmastery.com/the-death-of-financial-planning 

#financialplanning   #financialadvisor   #feebased   #feebasedfinancialplanning   #webinar   #freewebinar   #hahn   #hahnstewards   #forstrong   #forstrongglobal   #scottplaskett   #scottplaskettcfp   #businessowner   #entrepreneur  
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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.

#feebased   #feebasedfinancialplanning   #financialplanning   #feebasedfinancialplanningmastery   #businessowner   #smallbusinessowner   #smallbusiness  
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(WED01) Finally, a new episode of the Fee Based Financial Planning Mastery Podcast! In this episode, I will explain how to utilize technology to automate your workflows and your key processes.

#financialplanning   #feebased   #feebasedfinancialplanning   #automate   #workflows   #keyprocesses   #technology   #runningabusiness   #businessowner   #smallbusinessowner  
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Running a fee based financial planning business today is really tough, and I completely understand the struggle.  I have been in business since  the early 90's, so I have seen my fair share of up and downs in the economy.  Recently I got back from one of my favourite places to visit, San Fransico, and I was there speaking to financial advisors like yourself about "Marketing Hacks" at the Barringotn's National Conference.  If you missed out on the presentation click here to get my presentation notes: http://www.feebasedfinancialplanningmastery.com/?p=2195

#financialplanning   #feebased   #barrington   #barringtonsnationalconference   #sanfransico  
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Barrington's National Conference
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Scott E. Plaskett, CFP will be presenting at The ADVOCIS: Saugeen Chapter AGM on October 1st, 2014 in Owen Sound. Don't miss this special presentation where Scott talks about how he is building his Fee Based Financial Planning Practice. Find out more at http://www.feebasedfinancialplanningmastery.com

#financialplanning   #feebased   #advocis   #saugeen   #owensound  
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Ice Bucket Challenge with Scott Plaskett, CFP Ice Bucket Challenge with Scott Plaskett, CFP

#icebucketchallenge  
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http://www.feebasedfinancialplanningmastery.com/?p=2072 (FRI01) When migrating your business to a fee based model, it is important to understand 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 first step in being able to charge appropriate fees for the financial planning work that you do.

#feebased   #financialplannning   #financialpodcast   #productize   #products   #financialadvice   #feebasedmodel  
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