David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of "AdvisorSmart for the Individual Investor", graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of…...
David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of “AdvisorSmart for the Individual Investor“, graciously invited me to write the foreword for his book. This insightful guide advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the marketing tactics and biased advice of commission-driven salespeople. In the forward,…
Inspiration for this article came from a conversation with David Bromelkamp, long-time NAPFA member, founder of Allodium Investment Consultants, and author of “AdvisorSmart for the Individual Investor” (published in April 2025). David graciously invited me to write the foreword for his book, which advocates for individual investors to seek Fee-Only Fiduciary advisors and cautions against the…
Registration for this Webinar Has Closed! We reached our registration capacity very quickly, but, we are planning to announce a follow presentation and set of resources! Join Zoe Meggert, founder of Perfectly Planned Content, and Allan Slider, founder of FeeOnlyNetwork.com to learn simple strategies to help get effective and meaningful content out the door and…
Advisorology, LLC (Pittsburgh, PA) – the company that elevates the visibility and professional status of fee-only financial advisors, individually and collectively – is looking for a local marketing associate to join our growing team. This will start as a freelance position with @80 hours over 1 month to knock out a few interesting projects. If we…
It’s no longer about S.E.O. For today’s modern financial advisor it’s about H.P.O., P.P.O., L.S.O., B.P.O., S.M.O., and C.P.O.! In this 45 minute presentation, Allan explains why Google treats financial advisor websites differently, and gives action items for simple website changes that can raise your rankings for search terms that matter. Attendee Feedback:Subject Matter…
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