%20copy.jpg)
Only Fee-Only
Broc Buckles and Peter Ciravolo
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
Episodes
#34 - Stay Scrappy and Go All In - Matt FaubionFebruary 01, 2023
#33 - The Balance Between Vacation and Vocation - Riki CookeJanuary 25, 2023
#32 - The Least Boring CPA You Know - Steven JarvisJanuary 18, 2023
#31 - Serving Women in Tech and Creating Career Opportunities for Underrepresented People - Meg BarteltJanuary 11, 2023
#30 - Providing Hourly Advice to DIY Investors - Jon LuskinJanuary 04, 2023
#29 - Financial Therapy and Compassionate Planning - Daniel KoppDecember 21, 2022
#28 - Attracting Clients and Embracing the Grind - Travis GatzemeierDecember 15, 2022
#27 - Creating a Lifestyle Practice and Setting Boundaries with Clients - TJ van Gerven December 07, 2022
#26 - Being Available and Intentional with Clients - Cyndi WalshNovember 30, 2022
#25 - Financial Date Nights and Creating Amazing Client Experiences - Jim CriderNovember 17, 2022
#24 - Financial Art and Creating a Movement - Josh "The Finartist" Passler November 09, 2022
#23 - Authenticity and Active Listening - Colton EthertonNovember 02, 2022
#22 - Practicing Empathy and Growing a Boutique Planning Firm - Jamie LimaOctober 26, 2022
#21 - Education First and Simplifying Complex Topics - Frank GarciaOctober 19, 2022
#20 - Building a Practice by Utilizing Unique Strengths - Jeremy Crocker and Drew FeutzOctober 05, 2022
#19 - Mindset Niching and Staying Curious - Nick CovyeauSeptember 28, 2022
#18 - Mastering the Art of Repurposing Content - Treyton DeVoreSeptember 21, 2022
#17 - Putting Clients in the Driver's Seat and Creating a Digital Presence - Leo MarteSeptember 14, 2022
#16 - Methodical Thinking, Twitter, and Working with Physicians - Tyler OlsonSeptember 07, 2022
#15 - Having Hard Conversations and Setting Expectations - Phil TelpnerAugust 31, 2022
#14 - Growing, Adapting, and Conquering Imposter Syndrome - Carl RichardsAugust 24, 2022
#13 - Helping Clients Tackle Obstacles and Innovating A Family Business - Andy KrafftAugust 17, 2022
#12 - The Power of Empathy and Education - Lei DengAugust 11, 2022
#11 - Copywriting, Content Creation, and Building on Linkedin - Max PashmanAugust 03, 2022
#10 - Only Fee-Only MashupJuly 20, 2022