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.

147 episodios disponibles

Latest episodes of the podcast Only Fee-Only

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#26 - Being Available and Intentional with Clients - Cyndi Walsh 30/11/2022

#25 - Financial Date Nights and Creating Amazing Client Experiences - Jim Crider 17/11/2022

#24 - Financial Art and Creating a Movement - Josh "The Finartist" Passler 09/11/2022

#23 - Authenticity and Active Listening - Colton Etherton 02/11/2022

#22 - Practicing Empathy and Growing a Boutique Planning Firm - Jamie Lima 26/10/2022

#21 - Education First and Simplifying Complex Topics - Frank Garcia 19/10/2022

#20 - Building a Practice by Utilizing Unique Strengths - Jeremy Crocker and Drew Feutz 05/10/2022

#19 - Mindset Niching and Staying Curious - Nick Covyeau 28/09/2022

#18 - Mastering the Art of Repurposing Content - Treyton DeVore 21/09/2022

#17 - Putting Clients in the Driver's Seat and Creating a Digital Presence - Leo Marte 14/09/2022

#16 - Methodical Thinking, Twitter, and Working with Physicians - Tyler Olson 07/09/2022

#15 - Having Hard Conversations and Setting Expectations - Phil Telpner 31/08/2022

#14 - Growing, Adapting, and Conquering Imposter Syndrome - Carl Richards 24/08/2022

#13 - Helping Clients Tackle Obstacles and Innovating A Family Business - Andy Krafft 17/08/2022

#12 - The Power of Empathy and Education - Lei Deng 11/08/2022

#11 - Copywriting, Content Creation, and Building on Linkedin - Max Pashman 03/08/2022

#10 - Only Fee-Only Mashup 20/07/2022

#9 - Leaving the World of Transactional Relationships - Leland Gross 14/07/2022

#8 - Niche, Be Transparent, and Build in Public - Justin Green 07/07/2022

#7 - Crypto, Infographics, and How Money Shapes Us - Zechariah Schaefer 30/06/2022

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