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99 episodes
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Only Fee-Only Broc Buckles and Peter Ciravolo
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- Business
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5.0 • 14 Ratings
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This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
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#98 - Transforming Financial Planning: George D. Kinder on Aligning Money with Life Goals
What if your financial advisor could help you achieve your deepest life goals? Join us on the Only Fee Only podcast as we welcome George Kinder, a leader in life and financial planning. George is known for his innovative approach, combining mindfulness with financial planning. He shares his journey from a traditional fee-only planner to a global mentor for thousands of advisors, offering a fresh perspective on aligning financial strategies with personal values and dreams.Learn about the power...
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#97 - From Intern to Innovator: Brittany Brinckerhoff’s Financial Planning Journey
Curious about turning a love for numbers into a fulfilling career in financial planning? Join us for a chat with Brittany Brinkerhoff of Hilltop Wealth Advisors. Brittany shares her journey from college intern to leading the Ascend program, aimed at helping young professionals and families secure their financial futures. Learn about the subscription-based service she created for high-income clients needing flexible, affordable financial planning.Brittany also discusses the challenges of movin...
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#96 - Heartfelt Insights into Financial Advisory - Brenna Baucum
What if financial planning could be both personal and professionally fulfilling? Join us for a chat with Brenna Baucum from Collective Wealth Planning. Inspired by her grandparents' values, Brenna aligns personal values with financial planning, offering a unique perspective. This episode celebrates what would have been her grandmother’s 95th birthday and is a must-listen for those in the financial sector or anyone who enjoys heartwarming community stories.Brenna shares her career path, from m...
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#95 - Overcoming Roadblocks and Building Successful Client Relationships with Nancy Bleeke Noël
Ever wondered what makes a successful financial advisor stand out? Check out this episode featuring Nancy Bleeke Noël, founder and president of SalesPro Insider. Nancy shares her secrets to overcoming sales roadblocks and transforming your approach.With over 25 years in sales, Nancy talks about her journey and mission to make sales a positive conversation rather than a dreaded task. She explains how overcoming mental barriers, like negative biases and lack of confidence, can boost your effect...
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#94 - Revolutionizing Financial Advising: Insights from Shane Sideris on Building a Niche Marketplace
Join Shane Sideris, co-founder of Nectarine and Synchronous Wealth Advisors, as he shares insights from his career. Learn how he moved from an eight-year career at BlackRock to creating a flexible, hourly financial guidance service. Discover Nectarine's unique advice-only marketplace, designed for clients who prefer not to commit to annual fees.Shane explains the process of recruiting and vetting financial advisors at Nectarine. He shares strategies for balancing supply and demand and using I...
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#93 - Planning, Partnerships, and the Evolution of XY Planning Network - Dave Bowman
When a music performer turns to finance, unexpected things happen. David Bowman's journey from the arts to financial planning is one such story. In this episode, David shares how he discovered financial planning at Ohio State University and succeeded at a Central Ohio RIA.Now the Director of Partnerships at XY Planning Network (XYPN), David's career path has been diverse: from odd jobs and recruitment to organizing conferences and founding a college planning education company. He discusses th...
Customer Reviews
Authentic conversations for the Advisor Community to Learn From
I’ve been a routine listener for the past year & there’s not an episode where I don’t hear about someone’s journey & how they are contributing to the fee-only community from a variety of angles.
Love the mix of advisors, behavioral finance experts, thought leaders, & business owners who are guests on the show.
Keep it up BC brokerage!
Love the work boys!
Keep doing what you’re doing BC!
Big fan
Really enjoy Broc and Peter’s work on Only Fee-Only. Great to hear unique stories from other fee-only planners and advisors.