Only Fee-Only

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...

In this episode, we reflect on the creation and growth of the “Only Fee Only” podcast as we celebrate our 100th episode. From the early days, it’s been an incredible journey, meeting and talking to so many remarkable guests who have shared their stories and insights with us. Looking ahead, we’re excited about the new possibilities on the horizon, including featuring guests with differing viewpoint...

Want 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...

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 p...

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 client...

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 fina...

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...

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 ve...

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...

Discover 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...

Eric 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 c...

Join 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 b...