Only Fee-Only

Many advisor websites feel like digital brochures—bland, generic, and forgettable. Colton Etherton wants to change that. A former financial advisor turned web designer, Colton now helps advisors build sites that actually convert. Through his firm, Slices Design, he’s helping advisors stand out from the sea of sameness in financial services. In this episode, Colton shares: The #1 website mistake mo...

In this episode, Allen reflects on the pivotal transition his firm has made—from what felt like the teenage years of figuring things out to what now feels like a confident, grown-up business. He talks about raising fees to match his value, navigating rejection, and developing a marketing approach that feels authentic—focusing on LinkedIn, directory listings, and client referrals instead of cold ca...

Struggling to connect with clients through video? Katie Braden, founder of Advisor Video Marketing, says most advisors are overthinking it. With a background in photography and as a CFP, she’s helped advisors use simple, authentic videos to build real connections. Forget fancy production. Katie once shot a quick 42-second iPhone video in the dark and wind—and it got over 167,000 views. Why? Becaus...

Jamie Lima returns to the Only Fee Only podcast to share how his firm has grown. As founder of Woodson Wealth Management and Allegiant Divorce Solutions, Jamie combines financial planning with divorce-focused advice to help clients navigate complex situations. He offers mediation for peaceful splits and detailed analysis for cases involving pensions, retirement accounts, and other tricky assets. J...

On this episode of Only Fee Only, we’re joined by Nate Hoskin, founder of Hoskin Capital and co-founder of N2 Content Marketing with Nick Meyer.  Since 2020, Nate has grown his practice to well over 150 clients using the power of short-form video. Now, through N2 Content Marketing, he’s helping advisors nationwide do the same. We break down the strategies that work, how advisors can create engagin...

Tax season can be stressful for financial advisors, but it doesn’t have to be. In this episode, we talk with Catherine Tindall, a CPA and tax strategist who specializes in helping advisors save money and stay ahead of tax challenges. Catherine breaks down common tax misconceptions and explains how advisors can take control of their tax planning instead of feeling stuck with whatever the IRS decide...

After meeting Sarah Toole and the CircleBlack team at XYPN Live, we knew we had to have them on the podcast. Many financial advisors are drowning in tech, juggling too many platforms that don’t talk to each other. Sarah joins us to break down a better way. We dig into how fintech can actually make an advisor’s life easier instead of more complicated. Sarah shares how CircleBlack’s open architectur...

Rachael Camp, founder of Camp Wealth and host of the Becoming Work Optional podcast, shares her journey from the corporate world to building a thriving financial planning practice. She reveals how she leveraged Twitter and LinkedIn to grow her brand and client base, emphasizing consistency, engagement, and staying authentic in a crowded space. She also breaks down the business side of financial ad...

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 c...

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 refl...

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 faci...

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...

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...

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...

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 sel...

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 ho...

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 w...

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 Kin...

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...

Explore the journey of Tim and Alexis Woodward of Blend Wealth, where financial planning meets bookkeeping and accounting. Originally focused on blended families, they’ve expanded to support business owners by streamlining essential services into one integrated offering. In this episode, Tim and Alexis discuss how strategic partnerships and innovative thinking helped them turn challenges into oppo...

Erik Baskin returns to share his journey from active duty military service to building a thriving financial planning business. He reveals how he’s grown Baskin Financial Planning to serve 40 households, with a strong focus on providing top-tier client service. Erik also opens up about the early challenges he faced and how patience and persistence have been key to his success. His recent move to Co...

Cody Garrett joins us for the second time to talk about his journey from musician to financial planner. In this episode, he shares how hosting financial planning meetings on YouTube has attracted a large audience and boosted his business. Cody discusses the growth of his solo RIA, Measure Twice Financial, and his educational platform, Measure Twice Planners, which now has over 400 members. He also...

Want to simplify health insurance? Tune in to the Only Fee Only podcast where we chat with Cole Craven from Move Health Partners. Cole breaks down pre-65 healthcare, health insurance, and Medicare open enrollment, offering practical tips for financial advisors and their clients. Cole shares insights into key enrollment periods like Medicare Annual Enrollment and the Affordable Care Act marketplace...

Ever wonder how to cut through the marketing noise in the financial world? We sit down with Lauren Hong, president of Out and About Communications, to hear her journey from freelance designer to running a boutique marketing agency. Lauren shares how her team crafts targeted strategies that help RIAs and financial firms stand out, and why avoiding shiny distractions is essential for growth. We also...

In our 101st episode, we sit down with Simon Granner, founder of PCFO, to explore his journey from his early days to building a network of personal CFOs that help entrepreneurs manage their finances. Simon shares how PCFO supports business owners at every stage, offering the same strategic support a corporate CFO would provide. We dive into exit and entry planning, growth strategies, and how Simon...