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

PODCAST – Fee Based Financial Planning Mastery™

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On the Bus with Troy Vollhoffer

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From Backroom Bars to Broadway with Dustin Lynch 36:27

for 21 dager siden36:27

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Not many artists actually hail from Tennessee, but the scenic valleys and rolling hills of The Volunteer State are part of Dustin Lynch’s DNA. In this episode of On the Bus, Country Thunder CEO Troy Vollhoffer sits down with Dustin to discuss his journey from playing fraternity parties and weddings across the southeast to being the first country artist with a club residency at the Wynn in Las Vegas. Plus, stick around for our new segment, Thunder Strike, where Troy features upcoming festival performer Riley Green’s hit song “Damn Good Day to Leave” to give you a taste of what’s to come at Country Thunder in 2025.…

for 11 år siden 56:21

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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. […]

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

PODCAST – Fee Based Financial Planning Mastery™

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PODCAST – Fee Based Financial Planning Mastery™

1
FEE048 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 2) 37:11

for 10 years siden37:11

37:11

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

1
FEE047 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1) 54:37

for 10 years siden54:37

54:37

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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FEE046 | How To “Productize” Your Financial Planning Services 46:40

for 11 years siden46:40

46:40

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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FEE045 | How To Establish The Right Insurance Relationships 42:59

for 11 years siden42:59

42:59

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

1
FEE044 | How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers 56:21

for 11 years siden56:21

56:21

PODCAST – Fee Based Financial Planning Mastery™

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FEE043 | Critical First Steps Before Transitioning to a Fee Based Model 40:07

for 11 years siden40:07

40:07

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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FEE042 | Q&A (Answering Listener Questions) 58:37

for 11 years siden58:37

58:37

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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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) 1:14:16

for 11 years siden1:14:16

1:14:16

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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FEE040.5 | “Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™ 5:32

for 11 years siden5:32

5:32

“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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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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) 1:17:23

for 11 years siden1:17:23

1:17:23

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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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) 1:00:10

for 11 years siden1:00:10

1:00:10

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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FEE038 | The KEY Moving Parts to Running a Fee Based Financial Planning Business 59:04

for 11 years siden59:04

59:04

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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FEE037 | How I Track the Progress of My Business 51:04

for 12 years siden51:04

51:04

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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FEE036 | People Want To Pay You For Your Financial Planning Advice – If You’ll Let Them 1:10:37

for 12 years siden1:10:37

1:10:37

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 […]…

PODCAST – Fee Based Financial Planning Mastery™

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FEE035 | Work Life Balance is B.S.! 1:10:03

for 12 years siden1:10:03

1:10:03

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 […]…

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