What if you could transform the tax service industry? In this episode, Logan Holman and Claire Gallant, co-founders of Vivify, share their journey from a chance meeting in Cincinnati to building a company that simplifies taxes for everyday taxpayers. Combining Logan's CPA expertise with Claire's wealth advisory background, they identified a gap for W-2 employees and 1099 contractors facing tax challenges.

Vivify specializes in working with the fee-only financial planning community and their clients, offering flat-fee, client-centered services like personalized tax scorecards, withholding assistance, and secure portals with video walkthroughs. By collaborating closely with wealth advisors and addressing the limitations of traditional tax software, Vivify is making tax season more efficient and effective for everyone involved. Tune in to learn how they’re reshaping personal finance and empowering taxpayers nationwide.


Social:

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

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

https://www.usevivify.com/



Music in this episode was obtained from Bensound.

Root Financial, led by James Conole, explores how to effectively scale a financial advisory firm while prioritizing culture and client experience. Key topics include the Sequoia System, marketing strategies, and the establishment of Root University to train advisors, alongside insights on creating a vibrant workplace. 

• Introduction of James and Root Financial 

• Explanation of the Sequoia System and its significance 

• Overview of marketing strategies, particularly YouTube and podcasts 

• Streamlining the sales process for better client onboarding 

• Importance of internal training through Root University 

• Focus on creating a fun and engaging work culture 

• Discussion on long-term business strategies versus short-term profits 

• Vision for the future of Root Financial and its impact on the industry


James Social and Webiste:

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

https://www.rootfinancial.com/



Music in this episode was obtained from Bensound.

Matt Pruitt, founder of Exhale Wealth Management, is back for his second appearance on the podcast, and his journey continues to impress. After leaving institutional investment management, Matt built a firm that’s thriving by serving tech workers with equity compensation. His business has seen remarkable growth in a short time, a testament to the power of a clear niche and strategic focus.

In this episode, Matt dives into what’s driving his success—focusing on the right clients, leveraging a strong referral network, and outsourcing to stay efficient. He also shares the value he’s found in collaborating with peers and learning from groups like the XY Planning Network.

Beyond the numbers, Matt talks about how he manages his time effectively to prevent burnout and balance running a growing business with family life. His approach is practical and grounded, offering insights that advisors at any stage can learn from.

Tune in to hear Matt’s story and gain valuable takeaways for building your own practice.


Matt's Social:

https://www.linkedin.com/in/matt-pruitt-cfp%C2%AE-cfa-02aab548/



Music in this episode was obtained from Bensound.

What if you could turn your financial advising practice into a seven-figure business while working just three days a week? In our latest episode, Libby Greiwe, host of the Efficient Advisor podcast, shares how she built a thriving practice by focusing on underserved clients and creating systems that align with her values and lifestyle.

We dive into her “systems to scale” framework—a proven method to refine your niche, attract ideal clients, and streamline operations. Whether you’re looking for quick wins or a full business overhaul, Libby offers actionable strategies to help you build a balanced, successful practice.

Connect with Libby on LinkedIn or visit theefficientadvisor.com for more insights.

Social:

https://www.linkedin.com/in/libby-greiwe?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

Simplify your financial advisory business with insights from Sara Grillo. Known for her no-nonsense approach, Sara shares how clear communication and transparency can set you apart as a fee-only advisor. Learn practical tips for cutting through jargon, creating SEO-friendly content, and building stronger client connections.

Discover how to use LinkedIn effectively without resorting to the hard sell. Sara breaks down straightforward steps to connect with potential clients, from filtering connections to crafting genuine outreach messages. It’s all about focusing on service, not sales, to build lasting relationships.

We also explore how educational content is reshaping the financial services industry. Sara offers advice on overcoming self-doubt, committing to continuous learning, and navigating client interactions with confidence. Whether you’re exploring new opportunities or looking to improve your practice, this episode is packed with actionable strategies to help you succeed.

Sara’s social:

https://www.linkedin.com/in/sgrillo?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

X: @grilloinvest

Learn the keys to financial advisor marketing with James Pollard, founder of The Advisor Coach and host of the Financial Advisor Marketing Podcast. In this episode, James shares how he built a business focused on helping financial advisors succeed, offering insights into practical strategies that work.

James dives into the continued power of traditional marketing methods, like direct mail, and how they can complement modern approaches to grow your business. He explains how building credibility through strategic efforts can help advisors stand out, attract more clients, and establish trust in their niche.

We also cover email marketing tailored for financial advisors, including tips for crafting warm emails, lead magnets, and automated sequences that engage without overwhelming. Whether you're just starting or refining your marketing strategy, James offers actionable advice you can implement right away.


Social:

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

X: @theadvisorcoach

Website: https://www.theadvisorcoach.com/



Music in this episode was obtained from Bensound.

What if growing your financial advisory business was as simple as grabbing your phone and hitting record? In this episode, we chat with Nick Meyer, the most-followed CFP on TikTok with over 1 million followers. Nick takes us behind the scenes of how he turned short-form video content into a powerful tool for connection and growth, starting during the 2020 lockdowns.

We talk about what works (and what doesn’t) when it comes to creating authentic, engaging content. Nick shares why follower counts aren’t the only thing that matters and how being yourself on camera can be a game-changer. Whether it’s adding a personal touch to your branding or stepping in front of the camera instead of hiding behind a logo, Nick’s approach proves that financial advice doesn’t have to be boring.

We also break down the basics of video creation, including tips for crafting straightforward, effective content. From quick talking-head videos to creative ideas that stand out, Nick’s strategies are simple enough for anyone to start using today. He shares tools, tricks, and examples that show how short-form video can drive real results, from more referrals to better client engagement.

If you’re a financial advisor looking to grow online, this episode is full of practical advice to help you start (or improve) your content game.


N2 Content Marketing Freebies: https://www.n2contentmarketing.com/freebies

Social:

https://www.linkedin.com/in/nick-meyer-cfp%C2%AE-0b679a113/

X: nicktalksmoney

TikTok: nicktalksmoney



Music in this episode was obtained from Bensound.

Ever wonder how to align financial goals with core values? Join us for an inspiring conversation with Justin Castelli, a creative entrepreneur and financial advisor. As the founder of RLS Wealth and a leader in Advisors Growing as a Community, Justin shares his journey from traditional advising to life planning, emphasizing authenticity in both his personal and professional life.

Learn how the Kinder Method and the Evoke process transformed Justin’s approach to financial planning, helping clients align their money with their values. He shares how creative outlets like spoken word and music have pushed him out of his comfort zone, leading to personal growth and self-discovery.

Justin also discusses staying authentic in environments that often demand conformity, balancing life’s spiritual, mental, and physical aspects, and using signs and omens to guide decisions. Don’t miss his thoughtful insights on integrating creativity, individuality, and purpose into financial planning.


Justin's Social:

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

X: @jus10castelli

https://www.justincastelli.io/



Music in this episode was obtained from Bensound

Curious about building a thriving RIA in just three years? Thomas Kopelman, co-founder of All Street Wealth, shares how he did it by focusing on content creation and tailoring services for high-income millennials and professionals with equity compensation. In this episode, Thomas walks us through his unique tax planning approach—adding value that goes beyond standard advice.

We also dive into the balance of scaling a firm while keeping a boutique feel, from hiring specialized planners to keeping communication crystal clear. Thomas reveals the power of authentic client relationships and content as a growth engine. Tune in for practical tips on scaling your advisory business and strengthening client connections!

👉 Want more from Thomas? Check out his social media course to level up your online presence and reach the clients you want!

https://www.allstreetacademy.com/advisor

Social:

x: @TKopelman

Linkedin: https://www.linkedin.com/in/thomaskopelman/

Explore the journey of Tim and Alexis Woodward of Blend Wealth, where financial planning meets bookkeeping and accounting. Originally focused on blended families, they’ve expanded to support business owners by streamlining essential services into one integrated offering. In this episode, Tim and Alexis discuss how strategic partnerships and innovative thinking helped them turn challenges into opportunities for smoother client experiences.

Hear how they evolved from a lifestyle practice to a thriving boutique firm, driven by consistency and a strong focus on customer experience. They’ve built a network of loyal clients, embedding exceptional service into their daily operations—minimizing the need for constant prospecting and setting the foundation for sustainable growth.

Tim and Alexis also share the importance of personal development and building authentic relationships in the industry. Their story highlights the value of learning from experts and creative mentorships to overcome early obstacles. Plus, don’t miss insights into Blend Wealth’s latest marketing campaign and follow their journey on Instagram for more updates.