Only Fee-Only

In this episode, Allen reflects on the pivotal transition his firm has made—from what felt like the teenage years of figuring things out to what now feels like a confident, grown-up business. He talks about raising fees to match his value, navigating rejection, and developing a marketing approach that feels authentic—focusing on LinkedIn, directory listings, and client referrals instead of cold calls.

He also shares the tools that help him run a lean and effective operation, including Guardrails Financial for planning and Quiver CRM for systematizing client service. Whether you're in the early years or looking to refine your existing practice, this episode offers grounded, real-world insights into building a firm with intention and clarity.

Allen's Social:

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

x:@7Saturdaysaweek

Music in this episode was obtained from Bensound.

Struggling to connect with clients through video?

Katie Braden, founder of Advisor Video Marketing, says most advisors are overthinking it. With a background in photography and as a CFP, she’s helped advisors use simple, authentic videos to build real connections.

Forget fancy production. Katie once shot a quick 42-second iPhone video in the dark and wind—and it got over 167,000 views. Why? Because people connect with real, not perfect.

She recommends short, personal videos—like 45-60 seconds for follow-ups, birthday messages, or thank-yous. It’s an easy way to show you care.

Katie gets the challenges advisors face and has built a system that uses video throughout the client journey—marketing, onboarding, service, even internal updates. Her 12-week workshop helps you set up, create content, and get confident on camera.

The big takeaway? Video isn’t just about marketing—it’s about building trust. A short, thoughtful video can make a big impression.

Katie's Social:

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

x: @KatieABraden

Music in this episode was obtained from Bensound.

Jamie Lima returns to the Only Fee Only podcast to share how his firm has grown. As founder of Woodson Wealth Management and Allegiant Divorce Solutions, Jamie combines financial planning with divorce-focused advice to help clients navigate complex situations.

He offers mediation for peaceful splits and detailed analysis for cases involving pensions, retirement accounts, and other tricky assets. Jamie also uses short-form video on TikTok and social media to bring in new clients—sometimes over 100 a month.

His advice for new advisors: “If it’s not a ‘hell yes,’ it’s a no.” Follow Jamie on LinkedIn to learn how specialized planning can make a big difference.

Jamie's social:

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

x: https://x.com/JamieMLima

music in this episode was obtained from Bensound

On this episode of Only Fee Only, we’re joined by Nate Hoskin, founder of Hoskin Capital and co-founder of N2 Content Marketing with Nick Meyer. 

Since 2020, Nate has grown his practice to well over 150 clients using the power of short-form video. Now, through N2 Content Marketing, he’s helping advisors nationwide do the same. We break down the strategies that work, how advisors can create engaging content without overcomplicating it, and why short-form video is a game-changer for growth. 

If you’ve been thinking about leveraging short-form video marketing for your firm, this episode is a must listen!

Nate’s social:

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

X: Nate Hoskin

https://www.n2contentmarketing.com/

Tax season can be stressful for financial advisors, but it doesn’t have to be. In this episode, we talk with Catherine Tindall, a CPA and tax strategist who specializes in helping advisors save money and stay ahead of tax challenges.

Catherine breaks down common tax misconceptions and explains how advisors can take control of their tax planning instead of feeling stuck with whatever the IRS decides. She shares practical strategies, including how choosing the right business structure can make a big difference in tax outcomes.

We also cover common tax mistakes, how to avoid them, and why proactive planning is key to running a successful practice. Catherine’s advice will help you feel more confident and prepared when tax season rolls around.

Tune in to learn how to optimize your tax strategy and take charge of your financial future. Don’t forget to subscribe, share, and leave a review!

Social:

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

x: @CTindallCPA

After meeting Sarah Toole and the CircleBlack team at XYPN Live, we knew we had to have them on the podcast. Many financial advisors are drowning in tech, juggling too many platforms that don’t talk to each other. Sarah joins us to break down a better way.

We dig into how fintech can actually make an advisor’s life easier instead of more complicated. Sarah shares how CircleBlack’s open architecture gives advisors the freedom to build the tech stack they want—without losing a unified view of their clients. Clunky systems and hidden fees? Not here.

Technology should simplify, not frustrate. We get into the biggest tech mistakes advisors make, what to look for in a platform, and how transparency in pricing is reshaping fintech.

If your tech feels more like a burden than a benefit, this episode is for you.

Social and Website:

www.circleblack.com

https://www.linkedin.com/company/circleblack-inc-/

https://www.linkedin.com/in/sarah-toole-787716aa/

Email: [email protected]

Music in this episode was obtained from Bensound.

Rachael Camp, founder of Camp Wealth and host of the Becoming Work Optional podcast, shares her journey from the corporate world to building a thriving financial planning practice. She reveals how she leveraged Twitter and LinkedIn to grow her brand and client base, emphasizing consistency, engagement, and staying authentic in a crowded space.

She also breaks down the business side of financial advising from lead generation to relationship-building and explores the path to a work-optional lifestyle. If you are looking for insights on entrepreneurship, social media strategy, and financial independence, this episode is packed with practical advice.

Rachael’s Social:

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

X: camp_wealth

What if you could simplify financial administration with just a click? Parker Ence, CEO and founder of Jump, joins us to reveal how this AI-powered tool is transforming the lives of wealth managers and financial advisors. Backed by a recent $20 million Series A funding, Jump automates note-taking, compliance, and CRM updates—freeing up advisors to focus on what truly matters: building meaningful client relationships.

We explore Jump’s journey from early experimentation to securing partnerships with industry giants. With a founding team blending sales, product design, and engineering expertise, Jump delivers solutions that scale from solo advisors to large enterprises, offering seamless setups and tailored integrations.

Parker also shares his entrepreneurial insights, drawing inspiration from Elon Musk and reflecting on the role of AI in enhancing—not replacing—human expertise. Whether you're a small team or a large firm, Jump AI is designed to help you stay ahead in the ever-evolving financial technology landscape.

Jump's website: 

https://jumpapp.com/

Social: 

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

https://www.linkedin.com/company/jump-app-ai/

Curious about how financial planning is evolving for Ukrainians worldwide? Lyubomyr Ostapiv, founder of Wealth Gardens and co-founder of iPlan.ua, has been a key figure in bringing fee-only financial planning to Ukrainians. Inspired by American financial experts like Michael Kitces, he shares how the opening of the U.S. stock market to Ukrainian investors in 2017 created new opportunities and reflects on his own move to the U.S.

Lyubomyr also discusses the differences between financial markets in the U.S. and Ukraine and how content marketing and education have helped him build a trusted advisory firm. His YouTube channel, Immigrants Financial Freedom, provides financial guidance for first-generation immigrants in both English and Ukrainian. This conversation explores the future of financial planning and the potential for international diversification.

Connect with Lyubomyr on LinkedIn, and follow along with his journey!


Social:

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

x: @lostapiv

Youtube Channel:

 https://www.youtube.com/channel/UCnaOpmbSYjQMiROFZ6Fdvdg

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.