Hire Scott Plaskett, CFP

Thanks for inquiring about working with Scott Plaskett, Founder and CEO of IRONSHIELD Financial Planning Inc.®, President of the CANi Financial Planning Syndicate Inc. and creator of The Fee Based Financial Planning Mastery Academy.

As you probably know, Scott is a Certified Financial Planner® and financial industry veteran who focuses on sharing the culmination of his experiences with established Canadian business owners and their families to ensure they are building clarity and confidence with their financial future.

I'm sure you've come to this site because you know that Scott Plaskett is a wealth of knowledge that you can benefit from. Either:

  1. You’re a business owner and you’ve heard that Scott Plaskett is The “Certified Financial Planner for Business Owners and their families” and want to find out more about the unique fee based financial planning program called “The KAIZEN Financial Planning Process for Business Owners™” offered exclusively through his company IRONSHIELD Financial Planning Inc.
  2. You are a financial advisor with pressures from regulation, competition or just feeling stuck in your business and you want to have more success and freedom. Scott makes available to financial advisors, options that will provide you with the most powerful fee based financial planning business model and community in the world that is 100% devoted to supporting approved financial planners across Canada.

Becoming a branch office of IRONSHIELD Financial Planning Inc. or opening up your own branded fee based financial planning office and joining The CANi Financial Planning Syndicate Inc., offers you the only place in the world you can have access to Scott and his private technologies and strategies for your own use to take your business to the next level of wealth and freedom.

Scott is not really an author, radio show host or public speaker but he’s become world famous as a result of these things. As a result of helping Canadian business owners and their families gain confidence and clarity with their financial plans, ensuring they are implementing strategies and solutions that support “business owners” and their unique lifestyle, IRONSHIELD Financial Planning Inc. has become a financial industry standard for other firms to model themselves after.

In a business environment bristling with false prophets and bad advice, Scott’s unique mix of real-world experience and stunning financial success has earned him a spot among the most trusted financial experts alive.

INQUIRING ABOUT FINANCIAL PLANNING SERVICES?

Initially, we like for potential financial planning clients to ask themselves these four questions before booking a free, no-obligation initial meeting with Scott:

  1. Do you know what your attainable “financial freedom” income is?
  2. Do you know what your attainable “financial freedom” age is?
  3. Do you know what your “required” rate of return is?
  4. Do you know what the “required” capital is to meet your financial planning needs?

If you are unable to answer any of these financial planning questions, then a free no-obligation initial meeting may be worthwhile.

INQUIRING ABOUT TAKING YOUR FINANCIAL PLANNING BUSINESS TO A NEW LEVEL?

Initially, we like for financial advisors to become familiar with Scott’s philosophy and beliefs by listening to The Fee Based Financial Planning Mastery Podcast, which has helped thousands of financial advisors around the world transform their businesses.

If, after listening to some of the shows, you wish to discuss with Scott what options exist to assist you in migrating your business to a proven, professional fee based financial planning business, please email Scott directly at scottplaskett@ironshield.ca.

WORKING WITH SCOTT - AS YOUR FINANCIAL PLANNER

If you are a business owner and/or part of an established family, you are invited to book a free, no-obligation initial meeting with Scott to discuss your main issues and concerns. Typically, by the end of the first meeting both you and Scott will know whether it makes sense to book a second meeting to look much closer at your details. You are encouraged NOT to bring any details with you to this free initial meeting as our feeling is that initially, the details can get in the way of a good conversation.

WORKING WITH SCOTT - GROWING YOUR FINANCIAL PLANNING BUSINESS

Becoming part of a high level financial planning community is critical to your long term success. Building on a proven foundation of methodology, technology and community allows you to grow your business with clarity and confidence.

There are two financial planning foundations available to approved financial professionals to build their business on:

  1. Become a branch of IRONSHIELD Financial Planning Inc.: This is for the financial planner who wants to build their business using the same technology, methodology and strategy that has made IRONSHIELD Financial Planning so successful. Plug into proven branded marketing, sales, fulfillment and profit strategies so you don’t have to waste any time trying to “re-invent” your business. Building off of our already recognized and valued brand allows you to be a part of a community already respected by the Canadian public.
  2. Become a member of The CANi Financial Planning Syndicate Inc.: This is for the financial planner who wants to build their business using the same technology, methodology and strategy that has made IRONSHIELD Financial Planning so successful - but who wants to build THEIR OWN BRAND and simply utilize the foundational systems, support and community in the background. Plug into proven “white labeled” marketing, sales, fulfillment and profit methodology all while supporting your own, established brand.

Migrate your business to one of two, proven fee based financial planning platforms, gain direct access for you and your clients to already established relationships with the biggest and best Investment Counsellors and Portfolio Managers in North America (without the need of an investment dealer).

You are also invited to process your insurance business through our (Top 10 in Canada) MGA and earn the highest payouts available (without any production requirements).

WORKING WITH SCOTT - PERSONAL COACHING AND PUBLIC SPEAKING

It’s important to note that Scott’s main focus is on his financial planning clients and running IRONSHIELD Financial Planning Inc. and The CANi Financial Planning Syndicate Inc. It is recommended that you explore working with him in one of the methods listed above first.

However, should you wish to work with Scott directly, one-to-one, you can do so - on a limited availability:

  1. Full-Day (One-To-One): The Complete Unshackling From A Commission Based Business Process™ - $25,000
    • Pre-meeting research and preparatory processes.
    • In-person, on site, full-day meeting with Scott Plaskett
    • Audio recording of meeting.
    • The day will consist of revealing and implementing core methodology for the following:
      • Setting up and implementing an Automated Education Based Direct Response Marketing Campaigns using online and offline strategies.
      • Teaching of our proven Fee Based Financial Planning Sales Meetings - full scripting.
      • Outline of proven Opportunity Tracking and Fulfillment Processes.
      • Customized Profitability Analysis utilizing Profit Distribution Templates and Solvency Analysis.
    • Lifetime membership in The Fee Based Financial Planning Mastery Academy.
  2. Hire Scott to speak to your group: Please contact Scott directly at scottplaskett@ironshield.ca to discuss your speaking engagement and the financial requirements.