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 • 138 episodes
Only Fee-Only
Latest Episodes
# 137 - From FinTech Sales to Financial Advisor: Clark Jeffries' Journey
What happens when someone who used to sell financial technology decides to become a financial advisor? Clark Jeffries, founder of Jeffries Wealth Management, takes us inside his transition from FinTech sales to running his own independent pract...
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28:44
#136 - Momentum Over Perfection: Fran Walsh on Growing a Business Step by Step
How do you build a financial planning practice that succeeds without losing your values?Fran Walsh, co-founder of Opulus LLC and one of Investopedia’s Top 100 Advisors, believes the key is authenticity. From a football award that ...
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32:18
#135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage
Meet Dev Thompson – the newest addition to the BC Brokerage team.Dev’s journey to insurance is a unique one—from college football player to strength coach at Purdue and Kentucky, to fee-only financial planner, and now a trusted resource ...
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23:13
#134 - Off the Grid, On a Mission: Ryan Sullivan’s Bold Leap from Engineering to Financial Planning
What does it take to build a successful financial planning firm—while living off the grid in a cabin-caboose hybrid?Ryan Sullivan of Off the Beaten Path Financial did just that. After leaving a career in engineering that ...
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32:46
#133 - Garden Glove Planning: Getting Real with Matt Zeigler and Ben Tuscai
Matt Zeigler and Ben Tuscai of Sunpoint Investments take a different approach to wealth management. Instead of just managing money, they combine deep financial planning with investment consulting to build real relationships and help clients mak...
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46:11