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Nicholas Ockenga (https://www.sentinelgroup.com/) is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group.  Nicholas works closely with retirement plan sponsors on employee education and one on ones in an effort to increase the knowledge of participants to help them get more financially fit for retirement.

In this episode, Chris and Nicholas discussed:

1. Building a Business by Default vs. Design

2. The Plateau Between $250K–$300K

3. Redefining 'Ideal Clients' and Letting Go of the Wrong Ones

4. Selling the Right Result (Not Just Deliverables)

LinkedIn: https://www.linkedin.com/in/nicholasockenga/ 

Website: https://go.oncehub.com/Nicholas-Ockenga 

               https://www.sentinelgroup.com/ 

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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.