Eric Simonson

Discover how Abundo Wealth revolutionized financial planning, empowering clients to take control while generating 30 new clients monthly. Eric shares strategies for workload balance, fee structure evolution, and client expectations. Explore the pivotal role of referrals, social media marketing, and the firm's commitment to vision. Learn about empowering clients through technology tools, team scalability, client retention rates, price adjustments, and growth strategies in the financial advisory business.

Eric Simonson, CEO of Abundo Wealth and head of the Advice-Only Network, champions a revolutionary approach to financial planning. He discusses the rise of advice-only services, emphasizing transparency and ethical benefits over traditional commission-based models. Eric shares strategies for aligning personal values with financial habits post-COVID, navigating investment strategies in a volatile market, and maximizing travel rewards through savvy spending. His insights on the advantages of flat-fee financial advice are particularly enlightening for those seeking clarity in their financial journeys.

Eric Simonson shares his journey of starting and growing his financial planning firm swiftly. He discusses using technology to scale and keep costs low, maximizing credit card rewards for clients, and providing affordable financial planning services. The podcast also covers topics like client referrals, subscription models, legacy letters, strategic growth, and leveraging credit card points for client success.