In our 101st episode, we sit down with Simon Granner, founder of PCFO, to explore his journey from his early days to building a network of personal CFOs that help entrepreneurs manage their finances. Simon shares how PCFO supports business owners at every stage, offering the same strategic support a corporate CFO would provide.

We dive into exit and entry planning, growth strategies, and how Simon’s team delivers clear, client-first financial advice. He also talks about the importance of honest branding and collaboration in building strong client relationships.


Social:

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

X: @SimonGranner

Music in this episode was obtained from Bensound.

In this episode, we reflect on the creation and growth of the “Only Fee Only” podcast as we celebrate our 100th episode. From the early days, it’s been an incredible journey, meeting and talking to so many remarkable guests who have shared their stories and insights with us.

Looking ahead, we’re excited about the new possibilities on the horizon, including featuring guests with differing viewpoints to enrich our discussions. This episode is a tribute to our journey, and we see this 100th episode as just one step in an ongoing adventure. Join us in the celebration and see what the future holds for the “Only Fee Only” podcast!

Want to make your financial advisory business more efficient? Andrew Burgess, founder of AdvisorOps360, shares his journey from math major to operations expert. He talks about the shift from traditional advisor roles to running his own firm, which helps RIAs streamline their operations through training, development, and transition support.

Andrew highlights the importance of knowing the true value of your time as an advisor. By tracking your daily tasks, you can identify inefficiencies and delegate work that doesn’t maximize your skills. He also stresses the need to hire administrative support sooner rather than later.

Learn about flexible engagement models like hourly blocks, retainers, and project-based pricing, and discover how Andrew serves as a “defensive coordinator” for advisors. Don’t miss this chance to hear practical advice on outsourcing and operational strategies that can help your business thrive.


Andrew's Website and Social:

https://www.advisorops360.com/

https://www.linkedin.com/in/andrew-burgess-098828207/

What if your financial advisor could help you achieve your deepest life goals? Join us on the Only Fee Only podcast as we welcome George Kinder, a leader in life and financial planning. George is known for his innovative approach, combining mindfulness with financial planning. He shares his journey from a traditional fee-only planner to a global mentor for thousands of advisors, offering a fresh perspective on aligning financial strategies with personal values and dreams.

Learn about the power of deep listening and how it can transform the client-advisor relationship. George explains his unique method, focusing on understanding clients deeply rather than just discussing retirement plans or portfolios. He uses key questions about life goals and regrets to turn financial advisors into true life partners. This episode will change your view of financial planning by linking it closely with your most meaningful life goals.

We also discuss the evolution of life planning and its impact on society. From its start at the Kinder Institute to its widespread practice today, George reflects on the growth and challenges of this approach. He highlights the importance of mindfulness and living in the present, sharing insights on true freedom and enjoying each moment. Whether you’re a financial professional or someone seeking a more fulfilling life, this episode is full of wisdom and practical advice.


George’s Social

https://www.linkedin.com/in/george-d-kinder-0749196?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

X: @GeorgeDKinder

George’s new book:

https://www.amazon.com/dp/1960044001/ref=nosim?tag=thekindinst-20

Curious about turning a love for numbers into a fulfilling career in financial planning? Join us for a chat with Brittany Brinkerhoff of Hilltop Wealth Advisors. Brittany shares her journey from college intern to leading the Ascend program, aimed at helping young professionals and families secure their financial futures. Learn about the subscription-based service she created for high-income clients needing flexible, affordable financial planning.

Brittany also discusses the challenges of moving to an independent advisory firm and the strategies used to keep client trust. She highlights the support from the XY Planning Network, which helped attract younger clients through online searches and local referrals.

In the final part of our conversation, Brittany emphasizes the importance of visual roadmaps in financial planning to reduce stress. She shares stories of clients with high incomes and significant student loan debt, showing how financial advice can turn anxiety into peace of mind. Connect with Brittany on LinkedIn or visit Hilltop Wealth Advisors' website to learn more. This episode is packed with insights for anyone interested in financial planning or improving their financial health.


Social:

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

What if financial planning could be both personal and professionally fulfilling? Join us for a chat with Brenna Baucum from Collective Wealth Planning. Inspired by her grandparents' values, Brenna aligns personal values with financial planning, offering a unique perspective. This episode celebrates what would have been her grandmother’s 95th birthday and is a must-listen for those in the financial sector or anyone who enjoys heartwarming community stories.

Brenna shares her career path, from mentorship to starting her own firm with the support of the XY Planning Network. She talks about the rewards and challenges of launching a solo practice. If you're curious about the role of community and shared values in financial planning, Brenna’s story is essential to listen to. We also discuss serving Oregon public employees and retirees, highlighting their complex pension system.

Learn about the power of genuine community engagement in building authentic client relationships. Brenna stresses the importance of being a reliable volunteer and creating free community resources to build trust. She offers insights on effective outsourcing and marketing strategies for efficiency and genuine client interactions. This episode is packed with valuable lessons on seizing opportunities and the enduring importance of authenticity in both personal and professional life. Don’t miss Brenna's heartfelt advice on building a personal brand and staying true to one’s values in the financial advisory industry.

Brenna's Social:

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

Join Shane Sideris, co-founder of Nectarine and Synchronous Wealth Advisors, as he shares insights from his career. Learn how he moved from an eight-year career at BlackRock to creating a flexible, hourly financial guidance service. Discover Nectarine's unique advice-only marketplace, designed for clients who prefer not to commit to annual fees.

Shane explains the process of recruiting and vetting financial advisors at Nectarine. He shares strategies for balancing supply and demand and using Instagram for lead generation. Shane also emphasizes the importance of targeted marketing and a strong social media presence.

Explore Nectarine's innovative one-hour engagement model and the new eight-week program for more complex planning. Shane also discusses Nectarine's transition to an SEC-registered RIA, enhancing their nationwide service. With nearly perfect advisor ratings and plans for variable pricing and more filtering options, this episode offers valuable insights for financial advisors and those interested in the evolving financial landscape.


Shane's Social:

X: @shane_sideris

https://www.linkedin.com/in/shane-sideris/

When a music performer turns to finance, unexpected things happen. David Bowman's journey from the arts to financial planning is one such story. In this episode, David shares how he discovered financial planning at Ohio State University and succeeded at a Central Ohio RIA.

Now the Director of Partnerships at XY Planning Network (XYPN), David's career path has been diverse: from odd jobs and recruitment to organizing conferences and founding a college planning education company. He discusses the growth of XYPN from a startup to a support hub for financial advisors.

David highlights the role of technology at XYPN and the collaborative spirit within the network, where advisors actively refer clients to one another. Additionally, David emphasizes the importance of partnerships and sponsorships, detailing the enriching experience of witnessing the mutual growth and success of both companies and members within the network.

Dave's Social and Website:

https://www.linkedin.com/in/david-bowman-cfp/

https://www.xyplanningnetwork.com/

Music in this episode was obtained from Bensound.

Discover the secrets to building a successful financial planning business with Brent Gargano, founder of Infinite Wealth Planning and adjunct professor at the University of Cincinnati. Learn how his upbringing in a banking family and experiences during the 2008 financial crisis shaped his unique approach to financial advising. Follow Brent's journey from a chemistry major to a finance career at Fidelity, and eventually to entrepreneurship.

Understand the transition from corporate life to starting his own business, the importance of foundational skills, and the impact of early jobs. Hear about balancing family responsibilities with business goals, maintaining liquidity, and securing initial clients. Discover why personal well-being is just as crucial as business strategy.

Explore the emotional aspects of financial advising through Brent's client relationships and the value of focusing on existing clients' needs. Learn how financial advisors help clients make confident decisions on various financial matters. Stay updated on Infinite Wealth Planning through the Money Alchemist Podcast.


Brent's Social:

https://www.linkedin.com/in/brent-gargano-cfp%C2%AE-2067b573/

X: @Brent_Gargano