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063: Building Your Own Book of Business [Interview with Carla & Nathan]
In this episode, Carla and Nathan share:
- How a career in finance and investments can be both rewarding and flexible
- Why breaking through obstacles and overcoming fears is crucial to success
- The long-term payoff of becoming an entrepreneur vs. working for a company
Carla is President and Founding Member of ClearStep Financial and Investment Advisor Representative with Harbour Investments, Inc. Born and raised in the Metro Milwaukee, WI area she has over 29 years in financial services industry. She enjoys spending time with her husband, children and grandchildren. As a wife, mother, and businesswoman Carla's experience, caring nature, development support and education has a positive impact on all of her personal and professional relationships. Carla helps people plan for their financial future by educating and teaching about money and finance. She works to develop and implement strategies for her clients. For her advisors she leads by example and provides career development support. Carla enjoys building long-term relationships with her clients and the advisors she supervises.
Carla's My Talk Radio- https://www.mytalk1071.com/shows/financial-health-wealth-show/
Clearstep Website and our prerecorded webinars- https://www.clearstepfinancial.com/webinars
Nathan has experience helping clients through a wide array of markets and planning strategies. He has seen the industry change and is committed to his clients and their needs. Taking the long-term approach, Nathan helps his clients at every step of their financial planning journey, from wealth accumulation to wealth preservation to the transfer to the next generation. As a financial planner, Nathan’s goal is to make sure that his clients and their next generations are secure in their financial future. Nathan graduated with a Bachelor of Business Administration Degree with a concentration in Finance and Economics from the University of Oregon. While not in the office, you will most likely find Nathan at a nearby basketball court or playing disc golf with friends. Nathan is also a big traveler, and he has enjoyed sailing around Thailand, Croatia, and Bora Bora. He has also taken a train to 15 European Countries in 14 days. Nathan loves to find ways to see new places while sticking to his budget.
You can find him on LinkedIn: https://www.linkedin.com/in/nathanolsen1/
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In this episode, Carla and Nathan share:
- How a career in finance and investments can be both rewarding and flexible
- Why breaking through obstacles and overcoming fears is crucial to success
- The long-term payoff of becoming an entrepreneur vs. working for a company
Carla is President and Founding Member of ClearStep Financial and Investment Advisor Representative with Harbour Investments, Inc. Born and raised in the Metro Milwaukee, WI area she has over 29 years in financial services industry. She enjoys spending time with her husband, children and grandchildren. As a wife, mother, and businesswoman Carla's experience, caring nature, development support and education has a positive impact on all of her personal and professional relationships. Carla helps people plan for their financial future by educating and teaching about money and finance. She works to develop and implement strategies for her clients. For her advisors she leads by example and provides career development support. Carla enjoys building long-term relationships with her clients and the advisors she supervises.
Carla's My Talk Radio- https://www.mytalk1071.com/shows/financial-health-wealth-show/
Clearstep Website and our prerecorded webinars- https://www.clearstepfinancial.com/webinars
Nathan has experience helping clients through a wide array of markets and planning strategies. He has seen the industry change and is committed to his clients and their needs. Taking the long-term approach, Nathan helps his clients at every step of their financial planning journey, from wealth accumulation to wealth preservation to the transfer to the next generation. As a financial planner, Nathan’s goal is to make sure that his clients and their next generations are secure in their financial future. Nathan graduated with a Bachelor of Business Administration Degree with a concentration in Finance and Economics from the University of Oregon. While not in the office, you will most likely find Nathan at a nearby basketball court or playing disc golf with friends. Nathan is also a big traveler, and he has enjoyed sailing around Thailand, Croatia, and Bora Bora. He has also taken a train to 15 European Countries in 14 days. Nathan loves to find ways to see new places while sticking to his budget.
You can find him on LinkedIn: https://www.linkedin.com/in/nathanolsen1/