Many advisor websites feel like digital brochures—bland, generic, and forgettable.Colton Etherton wants to change that.A former financial advisor turned web designer, Colton now helps advisors build sites that actually convert. Th...

In this episode, Allen reflects on the pivotal transition his firm has made—from what felt like the teenage years of figuring things out to what now feels like a confident, grown-up business. He talks about raising fees to match his value, navi...

Struggling to connect with clients through video?Katie Braden, founder of Advisor Video Marketing, says most advisors are overthinking it. With a background in photography and as a CFP, she’s helped advisors use simple, authentic ...

Jamie Lima returns to the Only Fee Only podcast to share how his firm has grown. As founder of Woodson Wealth Management and Allegiant Divorce Solutions, Jamie combines financial planning with divorce-focused advice to help clients navigate com...

On this episode of Only Fee Only, we’re joined by Nate Hoskin, founder of Hoskin Capital and co-founder of N2 Content Marketing with Nick Meyer. Since 2020, Nate has grown his practice to well over 150 clients using the power of sho...

Tax season can be stressful for financial advisors, but it doesn’t have to be. In this episode, we talk with Catherine Tindall, a CPA and tax strategist who specializes in helping advisors save money and stay ahead of tax challenges.Cath...

After meeting Sarah Toole and the CircleBlack team at XYPN Live, we knew we had to have them on the podcast. Many financial advisors are drowning in tech, juggling too many platforms that don’t talk to each other. Sarah joins us to break down a...

Rachael Camp, founder of Camp Wealth and host of the Becoming Work Optional podcast, shares her journey from the corporate world to building a thriving financial planning practice. She reveals how she leveraged Twitter and LinkedIn to grow her ...

What if you could simplify financial administration with just a click? Parker Ence, CEO and founder of Jump, joins us to reveal how this AI-powered tool is transforming the lives of wealth managers and financial advisors. Backed by a recent $20...

Curious about how financial planning is evolving for Ukrainians worldwide? Lyubomyr Ostapiv, founder of Wealth Gardens and co-founder of iPlan.ua, has been a key figure in bringing fee-only financial planning to Ukrainians. Inspired by American...

What if you could transform the tax service industry? In this episode, Logan Holman and Claire Gallant, co-founders of Vivify, share their journey from a chance meeting in Cincinnati to building a company that simplifies taxes for everyday taxp...

Root Financial, led by James Conole, explores how to effectively scale a financial advisory firm while prioritizing culture and client experience. Key topics include the Sequoia System, marketing strategies, and the establishment of Root Univer...

Matt Pruitt, founder of Exhale Wealth Management, is back for his second appearance on the podcast, and his journey continues to impress. After leaving institutional investment management, Matt built a firm that’s thriving by serving tech worke...

What if you could turn your financial advising practice into a seven-figure business while working just three days a week? In our latest episode, Libby Greiwe, host of the Efficient Advisor podcast, shares how she built a thriving prac...

Simplify your financial advisory business with insights from Sara Grillo. Known for her no-nonsense approach, Sara shares how clear communication and transparency can set you apart as a fee-only advisor. Learn practical tips for cutting through...

Learn the keys to financial advisor marketing with James Pollard, founder of The Advisor Coach and host of the Financial Advisor Marketing Podcast. In this episode, James shares how he built a business focused on helping financial advi...

What if growing your financial advisory business was as simple as grabbing your phone and hitting record? In this episode, we chat with Nick Meyer, the most-followed CFP on TikTok with over 1 million followers. Nick takes us behind the scenes o...

Ever wonder how to align financial goals with core values? Join us for an inspiring conversation with Justin Castelli, a creative entrepreneur and financial advisor. As the founder of RLS Wealth and a leader in Advisors Growing as a Community, ...

Curious about building a thriving RIA in just three years? Thomas Kopelman, co-founder of All Street Wealth, shares how he did it by focusing on content creation and tailoring services for high-income millennials and professionals with equity c...

Explore the journey of Tim and Alexis Woodward of Blend Wealth, where financial planning meets bookkeeping and accounting. Originally focused on blended families, they’ve expanded to support business owners by streamlining essential services in...

Erik Baskin returns to share his journey from active duty military service to building a thriving financial planning business. He reveals how he’s grown Baskin Financial Planning to serve 40 households, with a strong focus on providing top-tier...

Cody Garrett joins us for the second time to talk about his journey from musician to financial planner. In this episode, he shares how hosting financial planning meetings on YouTube has attracted a large audience and boosted his business. Cody ...

Want to simplify health insurance? Tune in to the Only Fee Only podcast where we chat with Cole Craven from Move Health Partners. Cole breaks down pre-65 healthcare, health insurance, and Medicare open enrollment, offering practical tips for fi...

Ever wonder how to cut through the marketing noise in the financial world? We sit down with Lauren Hong, president of Out and About Communications, to hear her journey from freelance designer to running a boutique marketing agency. Lauren share...

In our 101st episode, we sit down with Simon Granner, founder of PCFO, to explore his journey from his early days to building a network of personal CFOs that help entrepreneurs manage their finances. Simon shares how PCFO supports business owne...