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 • 135 episodes
Only Fee-Only
Latest Episodes
#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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32:06
#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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45:31
#132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA
A lot of financial planners don’t actually want to run a business. They just want to help people.But when the only way to do that is to launch your own firm… you end up becoming an accidental entrepreneur—juggling compliance, ...
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27:13
#131 - Cutting Through the Tech Stack Noise with Joe Moss
Choosing the right tech for your advisory firm can feel overwhelming. In this episode, we talk with Joe Moss, COO at January Capital Advisors and founder of Connector, about how to build a tech stack that actually improves your client experienc...
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27:19
#130 - Unlocking Growth with WealthTender and Online Reviews - Brian Thorp
The way financial advisors market themselves is evolving—and testimonials are leading the charge. Brian Thorp, founder of WealthTender, joins us to break down how SEC rule changes have opened the door for compliant client reviews.WealthT...
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20:39