87 episodes

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

Only Fee-Only Broc Buckles and Peter Ciravolo

    • Business
    • 5.0 • 13 Ratings

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

    #86 - Angela McCaffrey's Masterclass on Navigating the Mortgage Maze

    #86 - Angela McCaffrey's Masterclass on Navigating the Mortgage Maze

    Learn about effective homebuying with Angela McCaffrey from American Pacific Mortgage. She emphasizes financial education in the mortgage process, going beyond basic costs to consider long-term impacts and emotional factors of owning a home. This insight is crucial for fee-only planners aiming to blend investment advice with real-life implications for clients. The episode offers practical advice for navigating real estate investments wisely.
    Angela McCaffrey is a valuable resource for fee-only planners dealing with the mortgage industry. She uses her extensive experience to explain mortgage complexities and the importance of aligning financial plans with clients' personal goals. It's a useful listen for those looking to advise clients with confidence in real estate, making informed and fulfilling decisions.
    Beyond the purchase, Angela discusses long-term homeownership strategy, emphasizing preparation and a reliable advisory team to tackle financial challenges. She invites advisors and listeners to deepen their understanding of mortgage management, offering tools for successful homebuying advice and financial stability for clients.

    Social:

    https://www.linkedin.com/in/angelamccaffrey/

    • 31 min
    #85 - Cultivating Growth and Unity at XY Planning Network - Vince Hockett

    #85 - Cultivating Growth and Unity at XY Planning Network - Vince Hockett

    Have you ever thought about how a leader's different experiences can influence an entire industry? Vince Hockett, President of XY Planning Network, will share his varied career, from manufacturing to international business, and how these roles shaped his leadership style at XYPN. He will discuss the importance of learning and mentorship in building a community and support system at XYPN.
    Vince also does an amazing job at highlighting what sets XYPN apart in a competitive field, such as its principles, leadership, and culture. Insights on the role of empathy in leadership and the psychological aspects crucial in financial planning will be shared. The talk aims to inspire with a vision of a mission-driven organization that impacts lives beyond just numbers. Join to discover how having a purpose can transform your approach to work, growth, and success at xyplanningnetwork.com

    Vince's Linkedin: https://www.linkedin.com/in/vhockett-take-a-look/


    Music in this episode was obtained from Bensound.

    • 35 min
    #84 - Mastering Empathy and Connection in Financial Planning with Brendan Frazier

    #84 - Mastering Empathy and Connection in Financial Planning with Brendan Frazier

    Ever wondered about the importance of really listening, or how being genuinely interested can improve a conversation? In our latest podcast episode of Only Fee Only, we're joined by Brendan Frazier, an expert in understanding people's emotions in finance. He talks about how he went from a regular advisor to promoting understanding and empathy in financial advice. Brendan will share tips on how to really connect with clients beyond just the numbers.
    This episode is perfect for planners looking to make their client meetings more engaging and meaningful. Brendan uses his own experiences to show us how to have deeper conversations that really get to the heart of what clients want and need. If you're tired of the same old sales methods and want to learn how to ask better questions and be more curious, this is for you.
    We also talk about the several keys to success in financial advice: having the right mindset, emotional intelligence (EQ), and intelligence (IQ). Brendan discusses why being positive is crucial, and how good communication—especially listening—can change your relationships for the better. By the end of this episode, you'll want to improve how you listen, understanding the role of empathy in every chat. Don't miss out on Brendan's valuable advice on how to be better at the human aspect of financial advice.


    Brendan's Social:

    https://www.linkedin.com/in/brendanfrazier/

    X: @jbrendanfrazier


    Music in this episode was obtained from Bensound.

    • 35 min
    #83 - Decoding Regulatory Challenges in Fee-Only Financial Advisory -Travis Johnson

    #83 - Decoding Regulatory Challenges in Fee-Only Financial Advisory -Travis Johnson

    Join us as Travis Johnson from XY Compliance Solutions helps us understand the rules of fee-only financial planning in simple terms. In this episode, we'll learn how dealing with rules can actually help your advisory business grow. Travis will share his expert tips on dealing with new fee systems and state ruled.
    We'll also find out why following rules shouldn't scare you. We talk about how the XY Planning Network is making it easier for advisors to follow the rules. Travis will explain the main reasons firms look for help with these rules and the challenges they face as these rules change. He'll give valuable advice on how to prepare your firm for reviews and why it's important to keep good records.
    This isn't just about following rules; it's about knowing them so that you can expand your financial planning services confidently. We'll compare different payment models and discuss how to offer many different solutions ethically. Join us for a clear and helpful conversation that aims to provide you with strategies and support for ethical, client-focused financial planning.


    Social Media:

    https://www.linkedin.com/in/travis-johnson-iaccp%C2%AE-13149aa0/



    Music in this episode was obtained from Bensound.

    • 32 min
    #82 - Synergizing Health and Wealth for a Fulfilling Live - The Girl Named Stevyn

    #82 - Synergizing Health and Wealth for a Fulfilling Live - The Girl Named Stevyn

     In this episode, Stevyn, a health expert and founder of Grow Wellthy, tells us how she went from being an exercise physiologist to a wellness advisor for financial professionals. We talk about how health and money are connected and important for a good retirement.
    We also discuss how hormones and stress can secretly harm your health, even if you eat well and exercise. Stevyn believes in treating health like an investment, similar to financial planning. We go over the first steps to starting your own health plan, including looking at your whole life and understanding mental barriers.
    Finally, we talk about balancing lifespan with healthspan and the costs of getting sicker. Steven gives financial advisors tips on including health checks in their services, helping clients live better lives. She gives advice for eating out and how to use her resources if you want to improve your health. Listen to this episode to learn how to take care of your health and treat it as important as financial wellness.

    Stevyn's Social and Website:

    https://www.linkedin.com/in/stevyn-guinnip/

    https://www.growwellthy.com/





    Music in this episode was obtained from Bensound.

    • 36 min
    #81 - Riding the IPO Wave in the Tech World: A Financial Entrepreneur's Journey with AJ Ayers of Brooklyn FI

    #81 - Riding the IPO Wave in the Tech World: A Financial Entrepreneur's Journey with AJ Ayers of Brooklyn FI

    Join us on this episode as AJ Ayers, CEO of Brooklyn FI, shares the story of transforming a vision into a successful financial planning firm. Starting with Spotify's IPO in 2018, AJ discusses how they navigated the tech IPO trend and adjusted their strategy post-pandemic. We'll explore Brooklyn FI's growth, their move beyond the solo practitioner model, and how they've made a name for themselves nationally while staying connected to the New York tech community.

    AJ offers insights into Brooklyn FI's early days, their journey to becoming a key player in financial planning, and the challenges of scaling up. She also talks about the importance of strategic partnerships and decisions in the competitive finance startup space.

    As the episode winds down, AJ talks about her golfing escapades that serve as an oasis from the demands of financial advisory. We dive into the art of branding in finance, stressing the importance of authenticity to create a brand that resonates deeply with clients.


    AJ's Social:

    https://www.linkedin.com/in/ajayers/

    X: @aallyjane



    Music in this episode was obtained from bensound.

    • 32 min

Customer Reviews

5.0 out of 5
13 Ratings

13 Ratings

1234klao123455 ,

Love the work boys!

Keep doing what you’re doing BC!

Mungo Bean ,

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.

Erik Baskin ,

Outstanding!

This podcast is a fantastic resource for fee-only planners at any stage of business development. Broc and Peter are building things the right way at BC Brokerage, and you can feel their authenticity as they discuss the financial planning industry with some world-class planners. Keep them coming!

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