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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

How are Financial Advisors Compensated?

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Real Estate, Business, Education, Self-improvement, Investing, Money

4.6858 Ratings

🗓️ 15 October 2025

⏱️ 22 minutes

🧾️ Download transcript

Summary

Quint and Logan talk about upcoming transitions and how financial advisors are paid. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcript

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0:00.0

Hey, this is Ali, and thanks for listening to the show.

0:04.3

Give us a five-star review where you listen and share this episode with someone who might need to hear it.

0:08.6

Now, enjoy the show.

0:13.9

Welcome back.

0:14.9

Ladies and gentlemen, you're listening to another edition of DIY Money.

0:18.1

I have a question for you, Logan.

0:20.5

Okay. So about a week ago or two weeks ago now, we announced that I will be stepping down from Jolet Financial. That's right. Effective March 30th. It's, you know, kind of we'll see. Yep. But that's the goal, right, is for me to step away from the business.

0:40.2

First of all, you're not stepping away from the podcast.

0:43.1

Oh, no, I'm actually going to lean into the podcast.

0:44.9

I'm really excited about that.

0:52.6

So that's actually one of the reasons I am stepping away is to spend more time doing things like financial literacy and education and so forth.

0:54.3

Really, really passionate about that.

0:59.2

But all that to say, I know a lot of clients that you and I have worked with over the last six years have basically been saying,

1:01.7

okay, you know, is Logan my guy?

1:05.1

Is Logan the blah?

1:06.7

Is Logan, Logan?

1:08.2

And I could have asked Allie the same question because I'm sure she's getting this. But how's it been? How's it been for you? This is literally a dream come true. Yeah, I think it's a mixture of emotions. It's bittersweet because I obviously love working with you and having you in the office and everything like that. I'm going to Disney World. It's been a wonderful mentorship and friendship relationship over the last six years. But it's really

1:28.2

exciting too. And I think it's hard navigating those conversations. But I think you just,

1:33.4

you tell people the truth. Nothing really changes on a day-to-day basis. We're still going to have

1:38.2

conversations and we're still going to do the podcast and we're still going to meet and talk

1:42.5

and do all those things. But I think our team is really ready for this next step.

1:47.9

And I think we are ready for the growth in the exciting times that are ahead.

...

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