Only Fee-Only

Broc Buckles and Peter Ciravolo
  • 5,0 (15)
  • ПРЕДПРИНИМАТЕЛЬСТВО
  • ЕЖЕНЕДЕЛЬНО
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. -5 ДН.

    #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 мин.

  2. 19.12.2024

    #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 s...

    24 мин.

  3. 12.12.2024

    #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 for...

    27 мин.

  4. 04.12.2024

    #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 connec...

    31 мин.

  5. 27.11.2024

    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 credibility...

    36 мин.

  6. 20.11.2024

    #109 - The CFP with 1M+ Followers: Nick Meyer's Blueprint for Short-Form Video Success

    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 of how he turned short-form video content into a powerful tool for connection and growth, starting during the 2020 lockdowns.We talk about what works (and what doesn’t) when it comes to creating authentic, engaging content. Nick shares why follower count...

    30 мин.

  7. 13.11.2024

    #108 - Life Planning, Authenticity, and Creativity with Justin Castelli

    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, Justin shares his journey from traditional advising to life planning, emphasizing authenticity in both his personal and professional life.Learn how the Kinder Method and the Evoke process transformed Justin’s approach to financial planning, helping clie...

    33 мин.

  8. 06.11.2024

    #107 - Scaling Rapidly and Mastering Content Creation with Thomas Kopelman

    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 compensation. In this episode, Thomas walks us through his unique tax planning approach—adding value that goes beyond standard advice.We also dive into the balance of scaling a firm while keeping a boutique feel, from hiring specialized planners to keepi...

    24 мин.
См. все (115)

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Оценок: 15

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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.

Информация

  • Автор
    Broc Buckles and Peter Ciravolo
  • Годы выхода
    2022 - 2025
  • Выпуски
    115
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2025 Only Fee-Only
  • Сайт подкаста
    Only Fee-Only

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