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Innhold levert av Scott Plaskett, CFP and PODCAST – Fee Based Financial Planning Mastery™. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Plaskett, CFP and PODCAST – Fee Based Financial Planning Mastery™ eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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All About Change


1 Jay Ruderman - How to Find Your Fight & Drive Social Change 32:17
32:17
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Jay is more than just the host of All About Change podcast. He is a lawyer and international activist, who has focused his life’s work on seeking social justice by advocating for the rights of people with disabilities worldwide. On the special episode of All About Change, Mijon Zulu, the managing producer of the "All About Change" podcast, is taking over hosting duties to interview Jay Ruderman about his new book, his activist journey, and why activism is even more important today. Episode Chapters (0:00) intro (02:38) How does one choose a cause to go after? (03:33) Jay’s path to activism (07:50) Practical steps a new activist can take (09:24) Confrontation vs trolling (17:36) Learning from activists operating in different sectors (19:20) Resilience in activism (22:24) Reflections on Find Your Fight and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…
PODCAST – Fee Based Financial Planning Mastery™
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Innhold levert av Scott Plaskett, CFP and PODCAST – Fee Based Financial Planning Mastery™. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Plaskett, CFP and PODCAST – Fee Based Financial Planning Mastery™ eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Everything you need to know to escape the shackles of a commission based financial planning practice
…
continue reading
49 episoder
Merk alt (u)spilt...
Manage series 92199
Innhold levert av Scott Plaskett, CFP and PODCAST – Fee Based Financial Planning Mastery™. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Plaskett, CFP and PODCAST – Fee Based Financial Planning Mastery™ eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Everything you need to know to escape the shackles of a commission based financial planning practice
…
continue reading
49 episoder
Alle episoder
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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
37:11
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 FEE047 | How to Utilize Technology to Automate Your Workflows and Your Key Processes (Part 1) 54:37
54:37
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 FEE046 | How To “Productize” Your Financial Planning Services 46:40
46:40
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 FEE045 | How To Establish The Right Insurance Relationships 42:59
42:59
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 FEE044 | How To Establish Direct Referral Relationships with Investment Counselling Firms and Portfolio Managers 56:21
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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PODCAST – Fee Based Financial Planning Mastery™

1 FEE043 | Critical First Steps Before Transitioning to a Fee Based Model 40:07
40:07
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 FEE042 | Q&A (Answering Listener Questions) 58:37
58:37
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 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
1:14:16
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 FEE040.5 | “Opening The Kimono” To The Fee Based Financial Planning Mastery Academy™ 5:32
5:32
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“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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 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
1:17:23
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

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) 1:00:10
1:00:10
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 FEE038 | The KEY Moving Parts to Running a Fee Based Financial Planning Business 59:04
59:04
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 FEE037 | How I Track the Progress of My Business 51:04
51:04
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

1 FEE036 | People Want To Pay You For Your Financial Planning Advice – If You’ll Let Them 1:10:37
1:10:37
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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 […]…
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PODCAST – Fee Based Financial Planning Mastery™

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