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#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick

Nerd's Eye View

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only 231
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What’s a Fiduciary & Fee-Only Advisor?

Yardley Wealth Management

The post What’s a Fiduciary & Fee-Only Advisor? What’s a Fiduciary & Fee-Only Advisor? A Guide for Financial Planning When it comes to managing your finances, it’s crucial to work with a professional who puts your interests first. What is a Fee-Only Advisor?

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The Flex: How Fee-Only Firms Maximize Value

XY Planning Network

As fee-only planners, you dedicate your lives to your client’s financial well-being. A well-known piece of firm owner advice is to “put your clients first” when growing the business. And they’re right. Your clients are—and should be—the heart of your practice.

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Financial Planning SEO: How to Help Your Niche Find You

XY Planning Network

EXCLUSIVE XYPN LIVE CONTENT Whether you embrace the technical side of marketing with both arms or at arm's length, the fact remains: leveraging it in your RIA marketing plan will bring you long-term gains.

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The Flex: How Fee-Only Firms Maximize Value

XY Planning Network

As fee-only planners, you dedicate your lives to your client’s financial well-being. A well-known piece of firm owner advice is to “put your clients first” when growing the business. And they’re right. Your clients are—and should be—the heart of your practice.

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What does it mean to be a Fee-Only financial advisor?

Walkner Condon Financial Advisors

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. It’s important to note that commission-based financial advisors are not required to disclose the amount of commission they receive on the products they sell.

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Financial Planning for Women: Tips and Challenges

Your Richest Life

But it’s also a time to pay attention to the financial challenges women are still facing, and how to overcome them. Taking Time Off: Financial Planning for Women Women are still the primary caretakers, both for children and other family members. You have to ask for what you want.