Only Fee-Only

Broc Buckles and Peter Ciravolo
  • 5.0（15則評分）
  • 創業
  • 每週更新
Only Fee-Only

This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.

  1. 6 小時前

    #117 - Jump AI Is Automating the Busywork—Parker Ence on What That Means for Advisors

    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 million Series A funding, Jump automates note-taking, compliance, and CRM updates—freeing up advisors to focus on what truly matters: building meaningful client relationships. We explore Jump’s journey from early experimentation to securing partnership...

    25 分鐘

  2. 1月29日

    #116 - Revolutionizing Financial Planning for Ukrainians: Lyubomyr Ostapiv's Impact and Insights

    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 financial experts like Michael Kitces, he shares how the opening of the U.S. stock market to Ukrainian investors in 2017 created new opportunities and reflects on his own move to the U.S.Lyubomyr also discusses the differences between financial markets...

    22 分鐘

  3. 1月22日

    #115 - Tax Made Simple: Vivify’s Mission to Empower Advisors and Clients

    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 taxpayers. Combining Logan's CPA expertise with Claire's wealth advisory background, they identified a gap for W-2 employees and 1099 contractors facing tax challenges.Vivify specializes in working with the fee-only financial planning community and their cl...

    23 分鐘

  4. 1月9日

    #114 - James Conole on Building a Team, a Brand, and a Massive Audience

    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 University to train advisors, alongside insights on creating a vibrant workplace. • Introduction of James and Root Financial • Explanation of the Sequoia System and its significance • Overview of marketing strategies, particularly YouTube and p...

    28 分鐘

  5. 2024/12/19

    #113 - Matt Pruitt on Balancing Growth with Personal Fulfillment

    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 workers with equity compensation. His business has seen remarkable growth in a short time, a testament to the power of a clear niche and strategic focus. In this episode, Matt dives into what’s driving his success—focusing on the right clients, leveraging a ...

    24 分鐘

  6. 2024/12/12

    #112 - Optimize Your Practice with Tips from Libby Greiwe

    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 practice by focusing on underserved clients and creating systems that align with her values and lifestyle. We dive into her “systems to scale” framework—a proven method to refine your niche, attract ideal clients, and streamline operations. Whether you’re looking fo...

    27 分鐘

  7. 2024/12/04

    #111 - From Jargon to Clarity in Financial Marketing with Sara Grillo

    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 jargon, creating SEO-friendly content, and building stronger client connections. Discover how to use LinkedIn effectively without resorting to the hard sell. Sara breaks down straightforward steps to connect with potential clients, from filtering conne...

    31 分鐘

  8. 2024/11/27

    #110 - Marketing Like a Pro: James Pollard’s Playbook for Financial Advisors

    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 advisors succeed, offering insights into practical strategies that work. James dives into the continued power of traditional marketing methods, like direct mail, and how they can complement modern approaches to grow your business. He explains how building credibilit...

    36 分鐘
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5
（滿分 5 顆星）
15 則評分

簡介

This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.

資訊

  • 創作者
    Broc Buckles and Peter Ciravolo
  • 活躍年代
    2022年 - 2025年
  • 集數
    118
  • 年齡分級
    兒少適宜
  • 版權
    © 2025 Only Fee-Only
  • 節目網站
    Only Fee-Only

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