Only Fee-Only

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 through strategic efforts can help advisors stand out, attract more clients, and establish trust in their niche.We also cover email marketing tailored for financial advisors, including tips for crafting warm emails, lead magnets, and automated sequences that engage without overwhelming. Whether you're just starting or refining your marketing strategy, James offers actionable advice you can implement right away.Social:https://www.linkedin.com/in/theadvisorcoach/X: @theadvisorcoachWebsite: https://www.theadvisorcoach.com/Music in this episode was obtained from Bensound.

Nick Meyer, the most-followed CFP on TikTok, shares his journey from financial advisor to content creator, amassing over 1 million followers. He discusses the power of short-form video in growing a financial advisory business and highlights the importance of authenticity. Nick offers tips on engaging video creation, emphasizing audio quality and consistent posting. He breaks down the effectiveness of skit-style versus talking-head formats and explains how to connect with audiences through unique, relatable content.

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 clients align their money with their values. He shares how creative outlets like spoken word and music have pushed him out of his comfort zone, leading to personal growth and self-discovery.Justin also discusses staying authentic in environments that often demand conformity, balancing life’s spiritual, mental, and physical aspects, and using signs and omens to guide decisions. Don’t miss his thoughtful insights on integrating creativity, individuality, and purpose into financial planning.Justin's Social:https://www.linkedin.com/in/justincastelli/X: @jus10castellihttps://www.justincastelli.io/Music in this episode was obtained from Bensound

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 keeping communication crystal clear. Thomas reveals the power of authentic client relationships and content as a growth engine. Tune in for practical tips on scaling your advisory business and strengthening client connections!👉 Want more from Thomas? Check out his social media course to level up your online presence and reach the clients you want!https://www.allstreetacademy.com/advisorSocial:x: @TKopelmanLinkedin: https://www.linkedin.com/in/thomaskopelman/

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 opportunities for smoother client experiences.Hear how they evolved from a lifestyle practice to a thriving boutique firm, driven by consistency and a strong focus on customer experience. They’ve built a network of loyal clients, embedding exceptional service into their daily operations—minimizing the need for constant prospecting and setting the foundation for sustainable growth.Tim and Alexis also share the importance of personal development and building authentic relationships in the industry. Their story highlights the value of learning from experts and creative mentorships to overcome early obstacles. Plus, don’t miss insights into Blend Wealth’s latest marketing campaign and follow their journey on Instagram for more updates.

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 Colorado Springs marks an exciting new chapter, both personally and professionally.As a solopreneur, Erik shares how he balances business growth with efficiency, managing a growing client base while keeping things streamlined. He emphasizes the importance of family time and delivering quality service over chasing aggressive expansion. By leveraging tools like Zapier, Wealthcom, and BC Brokerage, Erik has found smart ways to automate and outsource, giving him more time for what matters most. Tune in to hear Erik’s insights and learn how staying clear on your priorities can drive both business success and personal fulfillment.Erik's Social:Linkedin: https://www.linkedin.com/in/erikbaskin/X: @ErikMBaskin

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 explains how he maintains a healthy work-life balance by focusing on projects he loves.We explore the changes in financial advising and how technology is reshaping the industry. Cody talks about his work in the FinTech space, helping startups create software that truly meets planners’ needs, and highlights the shift from product sales to planning-first approaches.Cody also emphasizes the importance of education for both consumers and planners, advocating for better life insurance evaluations for non-working spouses and practical financial education in university programs.Cody's Social:https://www.linkedin.com/in/codylgarrett/x: @MeasureTwiceMNYhttps://www.measuretwicemoney.com/Music in this episode was obtained from Bensound.

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, and why annual plan reviews are crucial to ensure clients have the right coverage.Learn about Move Health, a platform that integrates healthcare planning seamlessly into advisory practices, making it easier to manage healthcare decisions. Plus, Cole highlights the importance of reviewing a retiree’s modified adjusted gross income for better planning.https://movehealth.io/Social: https://www.linkedin.com/in/cole-craven/Music in this episode was obtained from bensound.

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 talk about the power of consistency in content creation, whether it's podcasts or webinars. Lauren explains how sticking with a strategy can lead to real connections and growth. She also highlights why working with like-minded clients and focusing on quality over quantity is key. Tune in for practical marketing tips and insights that can transform your business!Lauren's Social:https://www.linkedin.com/in/honglauren/@honglauren_

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’s team delivers clear, client-first financial advice. He also talks about the importance of honest branding and collaboration in building strong client relationships.Social:https://www.linkedin.com/in/simongranner/X: @SimonGrannerMusic in this episode was obtained from Bensound.