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 • 132 episodes
Only Fee-Only
Latest Episodes
#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
#129 - Cutting Complexity and Growing Community with Guy Penn
What if financial planning could be simpler—and better?Guy Penn, founder of Core Planning, joins us to share how building the simplest version of an RIA has led to something powerful: a close-knit community of advisors built on ...
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22:44
#128 - From 250 Clients to a Purpose-Built Practice with Tommy Blackburn and John Mason
What happens when two advisors decide to completely rebuild their firm from the ground up?In this episode, Tommy Blackburn and John Mason share how they transformed Mason & Associates from a commission-based practice to a thriving fe...
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41:06
#127 - This Wasn’t the Plan: Andy Panko on Intentional Growth and True Freedom
What happens when your lifestyle practice takes off faster than you ever expected?Andy Panko, founder of Tenon Financial, didn’t set out to build a firm. After leaving the corporate finance world in 2019, his goal was simple: work...
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32:17