Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! 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. Read More.

Financial Advisor 235

Financial Advisor Fee Only Financial Guidance Insurance 235

Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary. Read More.

Fee Only 130

Fee Only Clients Financial Planning Financial Advisor 130

Nerd's Eye View

OCTOBER 24, 2023

Welcome to the 356th episode of the Financial Advisor Success Podcast ! 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 everyone!

Financial Advisor 181

Financial Advisor Financial Planning Planning Fee Only 181

Nerd's Eye View

FEBRUARY 6, 2024

Welcome to the 371st episode of the Financial Advisor Success Podcast ! David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 billion in assets under advisement for 50 client households. Welcome everyone!

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Nerd's Eye View

SEPTEMBER 19, 2023

Welcome back to the 351st episode of the Financial Advisor Success Podcast ! Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. Read More.

Financial Advisor 156

Financial Advisor Fee Only Sales Wealth Management 156

Nerd's Eye View

JULY 26, 2022

Welcome back to the 291st episode of the Financial Advisor Success Podcast ! 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. My guest on today's podcast is Amy Irvine.

Financial Planner 220

Financial Planner Management Planning Financial Advisor 220

Nerd's Eye View

MARCH 20, 2023

When a prospect is looking for a financial advisor, understanding how much they will need to pay can often be a tricky proposition. Financial advisory firms have a wide range of options when it comes to displaying their fees on their website. the complexity of the prospect’s financial situation).

Communication 226

Communication Planning Financial Planning Fee Only 226