Only Fee-Only

#41 - Embracing Sales and Building on TikTok - Colin Overweg


Listen Later

Bio:

COLIN OVERWEG, CFP®

Professional:
I was sick of commission, proprietary products, sales quotes, clucky technology and being told how to help my clients so left the broker dealer world forever and launched Advize Wealth!
Since then I've been name an Investopedia Top 100 Advisor in the Country, serve on the Board for the Financial Planning Association, frequently guest lecture at Universities have been feature in multiple publications.
My passion is to power yours!

Personal:
I live in Los Angeles, CA with my amazing wife, Alyse! We make frequent visits to our home towns in Michigan to visit friends and family.
When I'm not working, you can find me at the beach attempting surf, long boarding, mountain biking, making financial vlogs, golfing and traveling!


Social:

https://www.linkedin.com/in/colinoverweg/

Twitter: @colinoverweg

...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
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,093 Listeners

Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

548 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,997 Listeners

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

The Perfect RIA

457 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, Mark McGrath, and Dan Bortolotti

The Rational Reminder Podcast

422 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

559 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,034 Listeners

The Long View by Morningstar

The Long View

848 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

229 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

766 Listeners

Ask The Compound by The Compound

Ask The Compound

297 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

35 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

694 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

963 Listeners