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The Advice-Only Podcast

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by Advice-Only Network

5.0(6 reviews)

18 episodes

Updated Daily

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Podcast Overview

Hosted by Sarah Sprague Gerber and the Advice-Only Network, this show takes you behind the scenes with Advice-Only financial advisors who are transforming how people think about money and financial planning. Each episode features candid interviews with Advice-Only Network advisors 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 often so subscribe now and join the conversation that's changing financial advice, one episode at a time.

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Publishing Since

9/30/2025

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Recent Episodes

June 16, 2026

Episode 17 - Stock Ownership and Wealth Independence with Dale Hershman

Today we welcome Dale Hershman, founder of Florida-based Advice-Only firm <a href="https://www.sickadvisoryservices.com/" target="_blank">Sick Advisory Services</a>. Dale's path to advice-only planning is anything but conventional. While selling medical products by day, Dale built his own healthcare stock portfolio by night, eventually channeling that expertise into a blog (sickeconomics.com) and a series of books under his pen name. To his surprise, readers began purchasing his work and then calling him directly for advice. That unexpected demand led him to earn his Series 65 license—not to gather assets or sell commission products, but to serve the independent-minded entrepreneurs who naturally gravitated toward his philosophy.Key Topics Covered:<ul><li>An Organic Evolution - How Dale moved from pharmaceutical sales to night-time author to licensed advisor, driven by a desire to own rather than just earn, and why he never wanted to build a traditional AUM practice</li><li>The Independent-Thinker Niche - Why Dale attracts self-made business owners—the pool service operator with 200 employees, the entrepreneur with 10 dry cleaners—who want a "money buddy" rather than someone managing their money</li><li>Three Flexible Service Models - His hourly option ($300/hour), starter package (four hours plus text follow-up for $918), and yearly subscription (~$2,900) designed to meet clients wherever they are</li><li>Stock as Ownership - Dale's "deprogramming" approach to investing, reframing stocks not as widgets to be traded but as ownership stakes in companies with management already working on your behalf</li><li>The Asset-Neutral Advantage - Why being a neutral player with no commissions or kickbacks resonates so strongly, allowing Dale to recommend real estate, annuities, or stocks without bias</li></ul>Dale emphasizes that sound investing principles apply regardless of net worth—he serves clients ranging from $250,000 to over $25 million with similar advice—and pushes back against the myth that wealthy people need exotic, expensive investments. His core message centers on financial literacy, automated saving, and understanding that once you've accumulated assets, those assets work for you.This episode offers a fresh perspective for advisors considering individual stock recommendations and consumers looking to overcome the activation energy of getting started with investing."If you want to earn, you gotta learn. Hit the books. Knowledge is power."

May 30, 2026

Episode 16 - Strategic Hiring for Growing Advice-Only Practices with McKenzie Kleinhenz

Today we welcome McKenzie Kleinhenz, a hiring specialist at Simply Paraplanner who brings a unique perspective to the talent challenges facing Advice-Only firms. McKenzie's own career journey as a financial planner gives her deep insight into both sides of the hiring equation.Key Topics Covered:<ul><li>The Remote Revolution - How COVID accelerated demand for flexible, remote positions and why this model particularly benefits advice-only firms that value efficiency and intentional growth</li><li>First Hire Strategy - Why Advice-Only firms tend to be more thoughtful about capacity and planning-focused roles, and how to identify whether your bottleneck is planning work versus administrative tasks</li><li>Hiring Intentionally vs. Reactively - The critical difference between hiring when you're overwhelmed ("I need them to start tomorrow") versus planning ahead and finding the right cultural and skill fit</li><li>Job Description Excellence - Specific tactics for creating compelling job postings that reflect your personality and firm culture while clearly articulating both current responsibilities and long-term growth opportunities</li><li>The Personality Factor - Strategies for assessing cultural fit in remote hiring, including involving trusted mentors in interviews and asking candidates to describe their professional personality in three words</li><li>Part-Time to Full-Time Growth - How flexible arrangements can start small (5-10 hours/week) and scale with both firm growth and individual capacity, creating win-win scenarios</li></ul>This episode provides essential insights for any Advice-Only advisor contemplating their first hire or looking to scale their practice thoughtfully."There's not one right way to build a financial planning firm or career. The most successful firms are the ones that build something that aligns with how they want to work with the clients they want to serve."

May 15, 2026

Episode 15 - Systematic One-Time Planning with Jon Luskin

Today we're joined by <a href="https://jonluskin.com/" target="_blank">Jon Luskin</a>, a San Diego-based financial planner who has built his entire practice around one simple philosophy: give clients everything they need to know in one comprehensive plan, then let them implement it themselves. Jon serves on the board of the John C. Bogle Center for Financial Literacy and co-hosts the Bogleheads on Investing podcast, bringing his passion for low-cost index fund investing to everything he does.Jon's journey to Advice-Only planning began in traditional high-fee AUM shops before taking an unconventional detour—a sabbatical with his wife that involved converting a cargo van and traveling to America's best barbecue spots. When Rick Ferri, his investing hero, reached out and suggested he start his own Advice-Only practice, Jon couldn't say no. Nearly five years later, he's completed almost 500 one-time financial plans using a systematic approach that's become a model for other advisors.Key Topics Covered:<ul><li>The One-Time Model - How Jon's one-time comprehensive planning works, from 15-minute screener calls to 50-page deliverable write-ups that clients implement independently</li><li>Template-Driven Excellence - The evolution of Jon's 200-page planning template, refined through hundreds of client engagements and now available to other advisors looking to systematize their processes</li><li>The Bogleheads Connection - His role in the Bogleheads community, co-hosting their investing podcast, and how that platform has shaped his marketing</li><li>Business Model Trade-offs: The realities of always needing new clients with a one-time model versus the freedom from ongoing handholding and follow-up accountability</li></ul>Jon emphasizes that complexity doesn't guarantee better results, whether you're a DIY investor or an advisor. His systematic approach allows him to serve clients efficiently while maintaining the detailed, comprehensive planning that empowers people to take control of their financial lives. He's also working on a consumer book based on his template and building more community around his planning methodology.This episode offers valuable insights for advisors considering one-time planning models and anyone interested in how systematic processes can create both efficiency and excellent client outcomes."Complexity rarely guarantees better results, especially for do-it-yourselfers because they're going to have a much harder time managing it themselves. Keep it simple, and that's going to increase your odds of success."

18 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is The Advice-Only Podcast?: Hosted by Sarah Sprague Gerber and the Advice-Only Network, this show takes you behind the scenes with Advice-Only financial advisors who are transforming how people think about money and financial planning.

Each episode features candid interviews with Advice-Only Network advisors 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 often so subscribe now and join the conversation that's changing financial advice, one episode at a time.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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