Flat Fee price cut – it’s not the thing that matters!
Many may think when they see the words ‘ flat fee’, that is the only point that they should focus on! Some may even think
May 9, 2025
Author: saragrillo
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Yes, it is possible to scale an hourly financial planning firm!
Mark Berg of Timothy Financial has a great story about how he scaled his hourly financial planning firm, grow it to a multiple-advisor company. Check
January 3, 2025
Imagine if the local bakery had a 401k? Let’s solve the 401k Coverage Gap and save the American middle class!
Today I have Brian Williams of Northshire Consulting and we’re going to be talking about how financial advisors can help improve 401k plan access to
December 16, 2024
Vid 105: How to operate as a team on LinkedIn
Most of you are solo shops. But, if you run or are a part of a company with more than one person, here are some for optimizing employee participation on LinkedIn. Get everybody associated with the company page. See Vid 98 for info about how to create a great company page. You first create the […]
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December 13, 2024
List of Advice Only Planners
Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. Financial planning is offered as
December 13, 2024
How to tell a bad life insurance pitch
In this podcast I talk with Broc Buckles of BC Brokerage about how to avoid falling for a bad life insurance pitch. For those of
November 25, 2024
“Worried I’ll exclude qualified clients if I niche down.” [Does my marketing STINK? Ep One]
In this first episode of “Does my Marketing STINK?”, we’ll interview Chase Dapello of Westlake Private Wealth Management and answer the question of whether or
November 11, 2024
Crisis PR for financial advisors
This is called crisis marketing and financial advisors may need it if they ever get into an embarrassing situation. Sound familiar? “We had a wacko employee
October 25, 2024
This $1.7BB RIA firm converted from AUM to flat fee and never looked back!
In this podcast we interview Jamie Menges of PDS Planning, a multi-advisor flat fee RIA firm with $1.7BB in assets under management. You’ll hear the
October 7, 2024
