Behind The Advisor

Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn


Listen Later

We’re excited to have John Mason and Tommy Blackburn on the show today. John and Tommy are partners at Mason & Associates, a fee-only firm out of Newport News, Virginia. Tommy and John are friends, first and foremost, but also business partners, both working at a firm that John’s uncle and father started together in the early 80s. 

If you’re interested in what it’s like to transition an existing firm into the fee-only space and to do it with a dear friend, then this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/296        

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

134 ratings


More shows like Behind The Advisor

View all
The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

724 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

549 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,004 Listeners

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

The Perfect RIA

457 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

575 Listeners

Down the Middle by Peter Mallouk & Jonathan Clements

Down the Middle

139 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

226 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

132 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

114 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

697 Listeners

Only Fee-Only by Broc Buckles and Peter Ciravolo

Only Fee-Only

16 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

19 Listeners