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 • 142 episodes
Only Fee-Only
Latest Episodes
#141 - The Secret to Scaling Your Firm Without Losing Your Sanity with Michelle Wong
What if you could scale your advisory firm without rushing to hire and manage a full team?In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lastin...
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24:40
#140 - We stopped undercharging and the business worked - Sean Gillespie
How does a fee-only firm grow without losing its purpose? In this episode, we talk with Sean Gillespie, president of Redeployment Wealth Strategies, about the lessons behind raising fees, building the right team, and serving milit...
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35:28
#139 - Two kids, three master’s, and one $4 coconut water debate - Prudence Zhu
Prudence Zhu (pronounced "zoo"), CPA, CFP®, CFT™, is the founder and CEO of Enso Financial, a fee-only financial planning firm dedicated to helping couples, families, and entrepreneurs thrive through open communication and values-driven money m...
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26:17
#138 - Mastering the Income Rollercoaster: Austin Preece’s Approach to Real Estate Pros
Austin Preece went from selling insurance to building a thriving fee-only financial planning firm—by doing things differently. He rejected the traditional AUM model in favor of charging 0.5% of net worth, aligning his fees with client outcomes....
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27:46
# 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