Only Fee-Only

A lot of financial planners don’t actually want to run a business. They just want to help people. But when the only way to do that is to launch your own firm… you end up becoming an accidental entrepreneur—juggling compliance, operations, tech, and marketing instead of focusing on clients. Stephen Fox saw that problem

Choosing the right tech for your advisory firm can feel overwhelming. In this episode, we talk with Joe Moss, COO at January Capital Advisors and founder of Connector, about how to build a tech stack that actually improves your client experience. Joe shares his story from mowing lawns to helping advisors cut through th

The way financial advisors market themselves is evolving—and testimonials are leading the charge. Brian Thorp, founder of WealthTender, joins us to break down how SEC rule changes have opened the door for compliant client reviews. WealthTender, the first SEC-compliant review platform, helps over 500 advisors use testim

What if financial planning could be simpler—and better? Guy Penn, founder of Core Planning, joins us to share how building the simplest version of an RIA has led to something powerful: a close-knit community of advisors built on generosity, trust, and support. At Core, everything starts with one question: “What can we

What happens when two advisors decide to completely rebuild their firm from the ground up? In this episode, Tommy Blackburn and John Mason share how they transformed Mason & Associates from a commission-based practice to a thriving fee-only RIA focused on federal employees. Driven by a desire for stronger client relati

What happens when your lifestyle practice takes off faster than you ever expected? Andy Panko, founder of Tenon Financial, didn’t set out to build a firm. After leaving the corporate finance world in 2019, his goal was simple: work with 50 clients, enjoy flexibility, and ease into retirement on his own terms. But withi