019: Why the VP of Marketing at AMEX Quit to Become a Flat Fee Financial Coach

October 24, 2018

Helping people improve their financial literacy and understand the best ways to use their money is a powerful way to help improve people’s lives. Often, the people who most need this kind of advice are those who are least able to afford financial planning services, or who are in demographics that may be ignored by traditional financial planners. Today’s guest is a money coach who feels called to use his considerable skill and knowledge to help other...

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018: 3 Ways to Make a Fee-For-Service Model Effective, Scalable and Profitable

October 10, 2018

Who needs financial planning advice? Realistically, everyone, no matter their income level, can benefit from financial planning advice – so why not make financial planning more accessible, even to people who aren’t necessarily in higher income ranges? That’s what Shannon Lee Simmons set out to do.

Shannon is recognized as a trailblazer in the financial planning industry. She is a Certified Financ...

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017: Successfully Growing a Practice with High Service Standards

September 05, 2018

Building your own practice can be a delicate balancing act. You want to give your clients the best service possible while also expanding your client base and making enough money to cover your own needs and expenses. Today’s guest understands what it’s like to grow a business that does both: maintains high standards for serving clients and benefits from meeting those standards.

Jamie List is the co-found...

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016: Why Starting with Financial Planning Builds Trust Quickly (even with Skeptics)

August 22, 2018

Financial advisors ask their clients to place a large amount of trust in them. When you’re advising someone about how to manage their assets and investments, they’re entrusting you with their future and with their security. To advise your clients effectively, you need to build trust first. Starting with financial planning lets you builds trust quickly.  


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015: How to Find Your Ideal Clients Without Relying on Referrals

August 08, 2018


In order to be a successful financial advisor, you need to be able to find and acquire the clients who are right for your practice, service those clients, and manage your business efficiently. That can be harder than it sounds, especially for new advisors or for those who have hit a plateau in their growth. Today’s guest provides coaching services that are aimed at helping financial advisors manage their practices in a way that ensures they...

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