Business Planning Fee Only Planning 
Nerd's Eye View
SEPTEMBER 23, 2024
In addition, he also found that he preferred working with certain types of planning clients over others, leading him to refine his niche and ideal client persona over time. Jake also learned key lessons on managing daily schedules.
Nerd's Eye View
JULY 26, 2022
Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.
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Nerd's Eye View
DECEMBER 12, 2023
Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. Welcome back to the 363rd episode of the Financial Advisor Success Podcast!
Nerd's Eye View
NOVEMBER 1, 2022
Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.
Nerd's Eye View
OCTOBER 24, 2023
Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. Welcome to the 356th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sarah-Catherine Gutierrez.
Nerd's Eye View
SEPTEMBER 3, 2024
Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets. My guest on today's podcast is Zack Hubbard.
Nerd's Eye View
MAY 21, 2024
So, whether you're interested in learning about how to build a career entirely at fee-only firms, the unexpected upsides of impostor syndrome, or how to handle situations where clients bring their own investment ideas to the table, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dann Ryan.
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