Shows
Only Fee-Only#99 - Outsourcing for Peak Productivity with Andrew Burgess of AdvisorOps360Want to make your financial advisory business more efficient? Andrew Burgess, founder of AdvisorOps360, shares his journey from math major to operations expert. He talks about the shift from traditional advisor roles to running his own firm, which helps RIAs streamline their operations through training, development, and transition support.Andrew highlights the importance of knowing the true value of your time as an advisor. By tracking your daily tasks, you can identify inefficiencies and delegate work that doesn’t maximize your skills. He also stresses the need to hire administrative support sooner rather than later.Le...2024-08-2829 minOnly Fee-Only#98 - Transforming Financial Planning: George D. Kinder on Aligning Money with Life GoalsWhat 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 of deep listening and how it can transform the client-advisor relationship. George explains his unique method, focusing on...2024-07-2236 minOnly Fee-Only#97 - From Intern to Innovator: Brittany Brinckerhoff’s Financial Planning JourneyCurious 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 moving to an independent advisory firm and the strategies used to keep client trust. She highlights the support from the XY Planning Network, which helped attract younger...2024-07-1727 minOnly Fee-Only#96 - Heartfelt Insights into Financial Advisory - Brenna BaucumWhat 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 mentorship to starting her own firm with the support of the XY Planning Network. She talks about the rewards and challenges of launching a...2024-07-1035 minOnly Fee-Only#95 - Overcoming Roadblocks and Building Successful Client Relationships with Nancy Bleeke NoëlEver 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 effectiveness and benefit your clients.Nancy dives into effective sales strategies, focusing on the shift from rigid scripts to flexible o...2024-07-0247 minOnly Fee-Only#94 - Revolutionizing Financial Advising: Insights from Shane Sideris on Building a Niche MarketplaceJoin 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 Instagram for lead generation. Shane also emphasizes the importance of targeted marketing and a strong social media presence.Explore Nectarine's innovative one-hour...2024-06-2033 minOnly Fee-Only#93 - Planning, Partnerships, and the Evolution of XY Planning Network - Dave BowmanWhen 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 the growth of XYPN from a startup to a support hub for financial advisors.David highlights the role...2024-06-1232 minOnly Fee-Only#92 - From Corporate to Independent: Brent Gargano’s Entrepreneurial LeapDiscover the secrets to building a successful financial planning business with Brent Gargano, founder of Infinite Wealth Planning and adjunct professor at the University of Cincinnati. Learn how his upbringing in a banking family and experiences during the 2008 financial crisis shaped his unique approach to financial advising. Follow Brent's journey from a chemistry major to a finance career at Fidelity, and eventually to entrepreneurship.Understand the transition from corporate life to starting his own business, the importance of foundational skills, and the impact of early jobs. Hear about balancing family responsibilities with business goals, maintaining liquidity, and...2024-06-0535 minOnly Fee-Only#91 - Balancing Lifestyle and Financial Security for Attorneys with Eric ScruggsEric Scruggs, the founder of Hark Financial Planning, shares his journey into fee-only financial advisory, highlighting the importance of community support among solo advisors. Discover the benefits of a subscription-based financial planning model, allowing clients to seek advice without additional costs.Eric discusses the challenges and rewards of marketing a solo practice and his strategy for capturing client interest through short-form videos. Explore the differences between traditional tax firms and holistic financial planning for lawyers. Eric covers proactive tax planning, investment strategies, insurance, and retirement planning, addressing the unique financial pressures of big law attorneys....2024-05-2935 minOnly Fee-Only#90 - Decoding Health Insurance and Medicare with Cole CravenJoin Cole Craven of Move Health Partners as we dive into the complexities of health insurance and Medicare, offering valuable insights for retirees and entrepreneurs. Health insurance can be confusing, but Cole's extensive experience helps simplify the process. Our discussion covers everything from the unique aspects that make Move Health a trusted industry name to the entrepreneurial drive behind their mission.As we explore Move Health's operations, you'll get firsthand entrepreneurial insights. Cole shares the unexpected challenges of marketing and the essential value of an in-house team. We also talk about achieving work-life balance and building partnerships...2024-05-2231 minOnly Fee-Only#89 - Mastering Equity Compensation and the Human Side of Financial Planning with Chris ArnoldChris Arnold from SecFi shares his journey in financial planning, starting in Louisville where discussions about money were a regular part of family life, influenced heavily by his grandfather's investment practices. His career in finance has shown him the importance of mixing technical knowledge with real human connections to guide clients effectively.Chris discusses his focus on specialization within financial planning, especially after realizing the benefits of mastering equity compensation at SecFi. He highlights the importance of empathy, recalling a client meeting where the agenda shifted to address immediate emotional and financial needs after a personal tragedy.2024-05-1533 minOnly Fee-Only#88 - Shifting Paradigms in Financial Advice for a Deeper Impact with Amy MullenHave you ever considered how your feelings affect your money? Amy Mullen, President of Money Quotient, talked with us about how understanding emotions helps with managing money. She told us about how Money Quotient started to teach people about money in a way that connects with their feelings. We learned that understanding how emotions and money are connected is really important for helping people make better financial choices.We also heard some stories about how Money Quotient has helped people with different levels of financial knowledge. From helping people who spend a lot learn to save money...2024-05-0837 minOnly Fee-Only#87 - Finance Grit, Communication, and Adaptability with Jamie HopkinsJoin financial expert Jamie Hopkins as we delve into career development in the unpredictable financial services sector. Jamie went from being an enthusiastic private equity attorney to leading roles as co-director of the New York Life Center for Retirement Income and CEO at Bryn Mawr, sharing valuable insights along the way. He discusses the importance of trust in financial planning and his commitment to improving retirement income security, offering practical advice for seasoned professionals and newcomers.We explore how perseverance, flexibility, and excellent communication skills are often more crucial than academic achievements for financial success. We examine...2024-05-0137 minOnly Fee-Only#86 - Angela McCaffrey's Masterclass on Navigating the Mortgage MazeLearn 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...2024-04-0332 minOnly Fee-Only#85 - Cultivating Growth and Unity at XY Planning Network - Vince HockettHave 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...2024-03-2035 minOnly Fee-Only#84 - Mastering Empathy and Connection in Financial Planning with Brendan FrazierEver 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...2024-03-1336 minOnly Fee-Only#83 - Decoding Regulatory Challenges in Fee-Only Financial Advisory -Travis JohnsonJoin 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...2024-03-0633 minOnly Fee-Only#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.2024-02-2937 minOnly Fee-Only#81 - Riding the IPO Wave in the Tech World: A Financial Entrepreneur's Journey with AJ Ayers of Brooklyn FIJoin 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...2024-02-1433 minOnly Fee-Only#80 - Demystifying Tax Planning and the Art of Social Media Engagement - Aaron KrafftJoin Aaron Krafft, CPA at Luminary Wealth Management, for practical insights into tax planning and entrepreneurship. Learn how to leverage financial strategies to boost your business, debunking the myths and viral "tax hacks" that complicate finances more than they help. Discover the benefits of integrating accounting expertise into Registered Investment Advisor (RIA) firms, enhancing growth and client services. Aaron will discuss the impact of a digital presence for attracting clients and the importance of aligning online engagement with core values. Plus, gain perspective on balancing ambitious business goals with family and personal well-being for a fulfilling journey i...2024-02-0734 minOnly Fee-Only#79 - Shaping the Future of Finance with Behavioral Insights - Ashley QuammeJoin us as we take a closer look at the world of financial planning with Ashley Quamme, a trailblazer in the role of a fractional financial behavior officer. Her company, Beyond The Plan, goes beyond the usual number-crunching. Here, the emotional and psychological aspects of managing money are given just as much importance as the financial statements. Ashley shares her journey from being a therapist to pioneering this innovative approach in financial behavior, showing us how the right kind of conversation can transform those intimidating discussions about money into supportive and constructive dialogues.As we dive into...2024-01-3129 minOnly Fee-Only#78 - Estate Planning Evolution with FinTech Leader Tim WhiteJoin us as we explore Tim White's journey, the Co-founder of Wealth.com and former Chief Partnership Officer of Emailage. We'll talk about his innovative approach to estate planning and how financial advisors play a key role in this field. The discussion includes Tim's success in building a strong company culture, acquiring the Wealth.com domain, and adapting to major changes in business.We'll also look at how Wealth.com uses feedback from strategic advisors to improve its products and pricing, and learn from their marketing experiences. Tim will share insights into how he balances his demanding...2024-01-2435 minOnly Fee-Only#77 - Trailblazing as a Chief Evangelist - Diana CabricesExplore Diana Cabrices' remarkable journey, from freelance work to becoming Wealthbox's Chief Evangelist and a beacon in financial technology. Fresh from her Women in Wealth Management Up and Comer win, Diana shares her transition from teaching in Europe to impacting the fintech sector. The episode delves into the evolving role of financial advisors, the importance of education over technology, and the challenges in marketing and tech integration. We discuss the rise of video content and upcoming marketing trends for 2024. The conversation also covers the resurgence of in-person networking post-COVID, testimonial marketing, and high-impact conferences like Future Proof. 2024-01-1736 minOnly Fee-Only#76 - Navigating the Complexities of Estate Planning and Elder Law - Jenny RozelleJoin us for a great conversation with Jenny Roselle, the paralegal who evolved into a key player in Indiana's estate and elder law scene. Jenny's story is more than just a career shift; it's about transforming the way we think about estate planning. With a flair for blending professional expertise with real-life examples, she makes navigating this complex field surprisingly relatable.Follow along as Jenny delves into the moments that make us ponder our legacy – from family milestones to unexpected health twists. She brings a down-to-earth perspective on safeguarding your family's future and why it's smart to te...2024-01-0334 minOnly Fee-Only#75- Peter Lazaroff's Journey and Blueprint for SuccessIn our latest podcast episode, we talk to Peter Lazaroff, the Chief Investment Officer at Plancorp, who shares his personal and professional journey in the world of finance. Starting from a childhood interest in money, sparked by a unique gift of Nike stock, Peter discusses his career evolution. He talks about the transition from stock analysis to a leadership role in management, emphasizing the importance of aligning with a company that reflects his values.Peter also explores the changing landscape of financial advising, focusing on a holistic approach that aligns with clients' core values. He offers insights...2023-12-2035 min