Immersion2025 – join the Transparent Advisor Movement

Thanks for visiting this page about Immersion2025. The event already happened but the GREAT news it that we’re having other events, whoo hoo!

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Transparent Advisor Movement

Many may think when they see the words ‘ flat fee’, that

May 9, 2025

Transparent Advisor Movement

Mark Berg of Timothy Financial has a great story about how he

January 3, 2025

Podcast

Today I have Brian Williams of Northshire Consulting and we’re going to

December 16, 2024

Transparent Advisor Movement

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or

December 13, 2024

Podcast

In this podcast I talk with Broc Buckles of BC Brokerage about

November 25, 2024