What if you could scale your advisory firm without rushing to hire and manage a full team? In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach. Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and ...
All content for Only Fee-Only is the property of Broc Buckles and Peter Ciravolo and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What if you could scale your advisory firm without rushing to hire and manage a full team? In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach. Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and ...
#132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA
Only Fee-Only
27 minutes
4 months ago
#132 - Advice Only: A Platform for Planners Who Want to Just Plan with Steven Fox, CFP®, EA
A lot of financial planners don’t actually want to run a business. They just want to help people. But when the only way to do that is to launch your own firm… you end up becoming an accidental entrepreneur—juggling compliance, operations, tech, and marketing instead of focusing on clients. Stephen Fox saw that problem firsthand. Marine Corps veteran. Financial planner. Firm builder. And now, the founder of Advice Only—a platform built for planners who want to offer advice without managing as...
Only Fee-Only
What if you could scale your advisory firm without rushing to hire and manage a full team? In this episode, we talk with Michelle Wong, founder and CEO of Nifty Advisor Support, about how solo and small RIAs can build lasting capacity through remote support, strong processes, and a culture-first approach. Michelle shares how Nifty grew from a pre-COVID launch to supporting more than 60 firms today, and how the rise of remote work changed the way advisors handle client service, marketing, and ...
