The Advice-Only Podcast
Whether you're a financial advisor looking to build or evolve your practice, or someone seeking genuine insights into personal finance from professionals who aren't trying to sell you products, this podcast is for you.
About the Show
Hosted by the Advice-Only Network, this show features candid conversations with leaders in the advice-only space who are transforming how people think about money and financial planning.
Each episode features interviews with advisors, industry thought leaders, and innovators who share their unique approaches to building client-centered practices, navigating industry challenges, and delivering unbiased financial guidance. You'll hear authentic stories about their entrepreneurial journeys, innovative business models, and the lessons they've learned while putting their clients' interests first.
Whether you're a financial advisor looking to build or evolve your practice, or someone seeking genuine insights into personal finance from professionals who aren't trying to sell you products, this podcast is for you.
New episodes are recorded monthly so subscribe now and join the conversation that's changing financial advice, one episode at a time.
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Episodes
5 episodes
Episode 4 - Jeremy Schneider
Today we sit down with Jeremy Schneider, an entrepreneur and passionate personal finance educator and advocate. His social media brand, Personal Finance Club has over 1 million followers and now he is the Founder & CEO of Nectarine, an Advice-Only firm matching consumers with advisors on an hourly or ongoing basis. Jeremy shares his story on why he is so passionate about personal finance and how he built these two successful brands.
Episode 3 - Chad Gammon
Today's conversation is with Chad Gammon, financial planner and owner of Custom Fit Financial. Don't miss this engaging conversation as Chad breaks down all the different ways he serves his clients in an Advice-Only capacity.
Episode 2 - Mary Ann Sullivan
Today's guest is Mary Ann Sullivan, financial planner and owner of 395 Financial Planning. Learn more about Mary Ann's journey to becoming an Advice-Only advisor, hear her favorite client success stories, and learn why financial independence is THE goal everyone should be striving for.
Episode 1 - Eric Simonson
Discussion with Eric Simonson, who is the Founder & CEO of Abundo Wealth, a rapidly growing Advice-Only firm that serves clients nationwide. Eric is also the co-founder and CEO of the Advice-Only Network, a company built to help promote, support, and bring together Advice-Only advisors.
Episode 0
Introduction to The Advice-Only Podcast, where host Sarah Sprague Gerber and Advice-Only financial advisors share their stories, strategies, and straight forward advice about money.