ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

Only Fee-Only

Only Fee-Only

Por: Broc Buckles and Peter Ciravolo

This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.

139 episodios disponibles

Latest episodes of the podcast Only Fee-Only

#138 - Mastering the Income Rollercoaster: Austin Preece’s Approach to Real Estate Pros 18/09/2025

# 137 - From FinTech Sales to Financial Advisor: Clark Jeffries' Journey 28/08/2025

#136 - Momentum Over Perfection: Fran Walsh on Growing a Business Step by Step 14/08/2025

#135 - Finding the Right Fit: Dev Thompson Joins BC Brokerage 31/07/2025

#134 - Off the Grid, On a Mission: Ryan Sullivan’s Bold Leap from Engineering to Financial Planning 10/07/2025

#133 - Garden Glove Planning: Getting Real with Matt Zeigler and Ben Tuscai 25/06/2025

#132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA 17/06/2025

#131 - Cutting Through the Tech Stack Noise with Joe Moss 12/06/2025

#130 - Unlocking Growth with WealthTender and Online Reviews - Brian Thorp 05/06/2025

#129 - Cutting Complexity and Growing Community with Guy Penn 29/05/2025

#128 - From 250 Clients to a Purpose-Built Practice with Tommy Blackburn and John Mason 22/05/2025

#127 - This Wasn’t the Plan: Andy Panko on Intentional Growth and True Freedom 14/05/2025

#126 - Planning, Building, and Putting Yourself Out There with Taylor Stewart 30/04/2025

#125 - What Most Advisor Websites Get Wrong – Colton Etherton Breaks It Down 17/04/2025

#124 - Leveling Up: Growing Pains to Growing Confidence with Allen Mueller 09/04/2025

#123 - Stop Sucking on Video: Authentic Marketing for Financial Advisors with Katie Braden, CFP® 03/04/2025

#122 - Helping Clients Navigate Divorce with Jamie Lima 27/03/2025

#121 - Scaling to 150+ Clients with Short-Form Video: Nate Hoskin’s Playbook 13/03/2025

#120 - Taxes Don't have to Be Scary: Insights from Catherine Tindall 26/02/2025

#119 - Cut the Clutter: CircleBlack’s Sarah Toole on Smarter Fintech 19/02/2025

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