FEE014 | See How Easily You Can Build Your Own High Quality Website

PODCAST – Fee Based Financial Planning Mastery™

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14 subscribers

dokuz yıl önce eklendi

İçerik Scott Plaskett, CFP and PODCAST – Fee Based Financial Planning Mastery™ tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Scott Plaskett, CFP and PODCAST – Fee Based Financial Planning Mastery™ veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Cloud Realities

1
CR093: Role of AI/Gen AI in cybersecurity with Corence Klop, Rabobank 44:18

15 gün önce44:18

Daha Sonra Çal

Listeler

Beğen

Beğenildi

44:18

AI and Generative AI are transforming cybersecurity by enhancing threat detection and response. These technologies offer unmatched accuracy and efficiency, making them crucial for protecting sensitive data. As cyber threats evolve, integrating AI into security strategies is essential. This week, Dave, Esmee and Rob talk to Corence Klop, CISO at the Rabobank, about the expanding role of AI and Generative AI in cybersecurity, and how to begin integrating these technologies into your organization. TLDR 04:45 Rob is confused about wrong AI information for a hotel booking 08:20 Conversation with Corence 33:40 How can you identify the state of flow for your end-user in agile practices? 40:50 Going to the swimming pool and disco with your daughter Guest Corence Klop: https://www.linkedin.com/in/corenceklop/ Hosts Dave Chapman: https://www.linkedin.com/in/chapmandr/ Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/ Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/ Production Marcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/ Dave Chapman: https://www.linkedin.com/in/chapmandr/ Sound Ben Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/ Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ ' Cloud Realities' is an original podcast from Capgemini…

13 yıl önce 1:04:39

MP3•Bölüm sayfası

See How Easily You Can Build Your Own High Quality Website Welcome to The Fee Based Financial Planning Mastery Podcast! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review […]

49 bölüm

#Business #Financial #Planning #Fee #Only #Based #Commission #Certified #Planner #Practice #Social #Media #Scott Plaskett, CFP #Trading #Fee Based Financial Planning Mastery™ #Marketing #IT Management

FEE014 | See How Easily You Can Build Your Own High Quality Website

PODCAST – Fee Based Financial Planning Mastery™

14 subscribers

published 13 yıl önce

Paylaş

MP3•Bölüm sayfası

49 bölüm

Tüm bölümler

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

10 years önce37:11

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 […]…

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

10 years önce54:37

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 […]…

1
FEE046 | How To “Productize” Your Financial Planning Services 46:40

11 years önce46:40

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 […]…

1
FEE045 | How To Establish The Right Insurance Relationships 42:59

11 years önce42:59

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 […]…

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

11 years önce56:21

56:21

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. […]…

1
FEE043 | Critical First Steps Before Transitioning to a Fee Based Model 40:07

11 years önce40:07

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 […]…

1
FEE042 | Q&A (Answering Listener Questions) 58:37

11 years önce58:37

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 […]…

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

11 years önce1:14:16

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 […]…

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

11 years önce5:32

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 […]…

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

11 years önce1:17:23

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 […]…

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

11 years önce1:00:10

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 […]…

1
FEE038 | The KEY Moving Parts to Running a Fee Based Financial Planning Business 59:04

11 years önce59:04

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 […]…

1
FEE037 | How I Track the Progress of My Business 51:04

12 years önce51:04

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 […]…

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

12 years önce1:10:37

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 […]…

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

12 years önce1:10:03

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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