Only Fee-Only
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
Only Fee-Only
#16 - Methodical Thinking, Twitter, and Working with Physicians - Tyler Olson
Tyler's Bio:
Why I chose financial planning : It brings me great satisfaction helping the people I work with solve the problems that worry them the most. Aside from the head knowledge and experience required on my part, taking time to listen, organize, and plan in collaboration is equally important. The communication portion of my work is very fulfilling to me, and it has led to many enduring relationships that I cherish. In the end, it is the peace of mind that my clients possess that leads me to continue in this work.
What I believe : I believe people are their own best financial advocates, even if they need help from planners like me. To that end, I give all of my knowledge to the people I work with so that they are more and more empowered to advocate for themselves. When I am needed less, that is a win, that is the best outcome.
When I’m not working you’ll find me spending time doing volunteer work in the community, and getting out into nature with my wife and our young son.
- Investment Advisor Representative CRD 4956662
- Enrolled Agent #122576
We are excited to announce the BC Brokerage Mixer at XYPN Live 2024! All fee-only planners are welcome. Join us from 7 PM to 11 PM in the Northwoods Room at the Hyatt Regency on the second floor for great music and drinks. We’ll have a DJ, cocktails, and mocktails. Drinks are on us! It’s the perfect way to unwind after a long day. Bring a friend and RSVP via the link below. Looking forward to seeing you there!
https://www.linkedin.com/events/bcbrokeragexypnlivemixer7244741904142065