Meg Bartelt
11 Podcast Episodes
Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time With Meg Bartelt
Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time With Meg Bartelt
Meg Bartelt is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career wome... Read more
23 May 2023
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1hr 40mins
What To Do if You Lack the Time or Confidence for Content Marketing With Meg Bartelt (Ep. 373)
What To Do if You Lack the Time or Confidence for Content Marketing With Meg Bartelt (Ep. 373)
What’s stopping you from sharing your thought leadership? Is it a busy schedule? Is it a lack of confidence? Or is it bo... Read more
9 Aug 2022
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32mins
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Episode 72: The Path to Developing Your Niche: A Conversation with Meg Bartelt
Episode 72: The Path to Developing Your Niche: A Conversation with Meg Bartelt
In this episode, we sit down with Meg Bartelt, founder, and lead planner at Flow Financial Planning, a practice focused ... Read more
27 Sep 2021
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27mins
EP 7: A Macro Introduction to the Different Types of Equity Compensation with Meg Bartelt
EP 7: A Macro Introduction to the Different Types of Equity Compensation with Meg Bartelt
In this episode, the talented Meg Bartelt joins me to discuss the basics of 4 types of equity compensation in an informa... Read more
9 Sep 2021
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28mins
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The Blueprint for Financial Decision Making with Meg Bartelt
The Blueprint for Financial Decision Making with Meg Bartelt
Making big decisions in life is never easy, especially when it comes to making financial decisions. That is why for this... Read more
2 Aug 2021
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35mins
Meg Bartelt: 'More Money Does Not Make You Happier'
Meg Bartelt: 'More Money Does Not Make You Happier'
Our guest on the podcast today is financial advisor Meg Bartelt. She started Flow Financial Planning, a fee-only practic... Read more
3 Mar 2021
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51mins
Meg Bartelt On Mastering the Virtual Client Experience
Meg Bartelt On Mastering the Virtual Client Experience
Meg is the founder of Flow Financial Planning, LLC, a virtual financial planning firm dedicated to early-to-mid-career w... Read more
1 Oct 2020
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37mins
How Target Market Focus Built this Advisor a Client Waiting List with Meg Bartelt
How Target Market Focus Built this Advisor a Client Waiting List with Meg Bartelt
On this week’s episode of Maximum Advisor Podcast, Chip Munn sits down with Meg Bartelt, founder and Lead Planner of Flo... Read more
15 Sep 2020
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30mins
Ep13 - RSUs and Stock Options with CFP Meg Bartelt
Ep13 - RSUs and Stock Options with CFP Meg Bartelt
Today’s episode is a live stream interview with Certified Financial Planner Meg Bartelt. I invited Meg to be my guest be... Read more
31 Jul 2020
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58mins
Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt
Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt
After coming on the show two years ago to talk about her first year in business, Meg Bartelt has agreed to come back to ... Read more
12 Jun 2019
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1hr 3mins
