Only Fee-Only

#16 - Methodical Thinking, Twitter, and Working with Physicians - Tyler Olson


Listen Later

Tyler's Bio:


Why I chose financial planning : It brings me great satisfaction helping the people I work with solve the problems that worry them the most. Aside from the head knowledge and experience required on my part, taking time to listen, organize, and plan in collaboration is equally important. The communication portion of my work is very fulfilling to me, and it has led to many enduring relationships that I cherish. In the end, it is the peace of mind that my clients possess that leads me to continue in this work. 

What I believe : I believe people are their own best financial advocates, even if they need help from planners like me. To that end, I give all of my knowledge to the people I work with so that they are more and more empowered to advocate for themselves. When I am needed less, that is a win, that is the best outcome.

When I’m not working you’ll find me spending time doing volunteer work in the community, and getting out into nature with my wife and our young son.

  • Investment Advisor Representative CRD 4956662
  • Enrolled Agent #122576
  • LinkedIn
  • Twitter
...more
View all episodesView all episodes
Download on the App Store

Only Fee-OnlyBy Broc Buckles and Peter Ciravolo

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings


More shows like Only Fee-Only

View all
Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

195 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,014 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,110 Listeners

The Long View by Morningstar

The Long View

898 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

245 Listeners

Elementality for Financial Advisors | Elements Financial Vitals System™ by Jordan Haines, CFP®

Elementality for Financial Advisors | Elements Financial Vitals System™

37 Listeners

Ask The Compound by The Compound

Ask The Compound

317 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

149 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

843 Listeners

The Advisor Journey by Altruist

The Advisor Journey

25 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,041 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

24 Listeners