
Only Fee-Only
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
Podcasting since 2022 • 118 episodes
Only Fee-Only
Latest Episodes
#117 - Jump AI Is Automating the Busywork—Parker Ence on What That Means for Advisors
What if you could simplify financial administration with just a click? Parker Ence, CEO and founder of Jump, joins us to reveal how this AI-powered tool is transforming the lives of wealth managers and financial advisors. Backed by a recent $20...
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25:14

#116 - Revolutionizing Financial Planning for Ukrainians: Lyubomyr Ostapiv's Impact and Insights
Curious about how financial planning is evolving for Ukrainians worldwide? Lyubomyr Ostapiv, founder of Wealth Gardens and co-founder of iPlan.ua, has been a key figure in bringing fee-only financial planning to Ukrainians. Inspired by American...
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21:38

#115 - Tax Made Simple: Vivify’s Mission to Empower Advisors and Clients
What if you could transform the tax service industry? In this episode, Logan Holman and Claire Gallant, co-founders of Vivify, share their journey from a chance meeting in Cincinnati to building a company that simplifies taxes for everyday taxp...
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23:24

#114 - James Conole on Building a Team, a Brand, and a Massive Audience
Root Financial, led by James Conole, explores how to effectively scale a financial advisory firm while prioritizing culture and client experience. Key topics include the Sequoia System, marketing strategies, and the establishment of Root Univer...
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27:53

#113 - Matt Pruitt on Balancing Growth with Personal Fulfillment
Matt Pruitt, founder of Exhale Wealth Management, is back for his second appearance on the podcast, and his journey continues to impress. After leaving institutional investment management, Matt built a firm that’s thriving by serving tech worke...
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23:40
