In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Nathan O'Bryant, the founder of O'Bryant and Associates, Inc., a distinguished investment advisory firm, as he shares insights into his journey in the financial industry. With over 20 years of experience, Nina and Nathan explore his beginnings as an insurance broker and his eventual pivot towards investment management and retirement planning, driven by his passion for these fields. He highlights the importance of enjoying one's work and how this enjoyment is pivotal in his successful transition and growth within the financial sector. Nathan's approach to overcoming the initial challenges of establishing credibility in his small hometown and his innovative strategies for business growth, like teaching retirement planning courses, are key topics of discussion.

The episode touches upon common challenges financial advisors face, especially regarding mindset and adaptability. Nathan emphasizes the critical need for advisors to remain open to learning and trying new methods to stay ahead in the rapidly evolving financial landscape, particularly in the wake of COVID-19's impact on the industry. He criticizes the common tendency among advisors to stick to comfortable and familiar practices, advocating instead for a proactive approach in adopting new strategies and technologies to meet and expand client bases across broader geographical areas.

Nathan shares profound insights on the significance of setting clear goals, not just in business but also in personal life, underscoring the importance of persistence, faith, and focusing on what genuinely brings joy and fulfillment. His testament to the idea that money does not equate to happiness, and his emphasis on valuing family, faith, and personal interests above financial gain, provide a holistic view of success.

Enjoy!

What You'll Learn in This Episode:

• Nathan's transition from insurance broker to focusing on retirement planning and investment management, and the importance of doing what you love for career satisfaction and success.
• How starting in a small town and being young were significant hurdles to Nathan's success.
• Insights into breaking past income plateaus and client types through education and focused marketing.
• The necessity of adapting to new ways of connecting with clients, like remote meetings, and expanding client bases beyond local geographic limits, particularly post COVID-19.
• Handling life and career setbacks with a positive mindset and how Nathan's faith has been a cornerstone in navigating through challenges.
• The importance of being focused and disciplined in implementing new strategies and setting clear, personal goals to achieve success.
• The lessons life has taught Nathan, notably that happiness does not stem from financial success but from family, hobbies, faith, and personal satisfaction.
• And much more...

Resources:

O'Bryant and Associates

The Financial Answer podcast