Stephen Nelson (https://www.linkedin.com/in/stephen-nelson-cfp/) is Partner & Senior Wealth Manager at Mills Wealth Advisors, guiding business owners through complex financial decisions with a $450 million AUM perspective. His fiduciary mindset, deep investment discipline, and process-driven approach turn entrepreneurial success into generational security.

In this episode, Chris and Stephen discuss:

1. Why a unanimous three-person investment committee beats knee-jerk trades

2. The move from broker-dealer sales culture to true fiduciary service

3. A simple referral prompt that fuels high-quality client growth

4. Building 75 percent standardized, 25 percent personalized client experiences

Connect with Stephen
Website: https://www.millswealthadvisors.com/stephen-nelson/
LinkedIn: https://www.linkedin.com/in/stephen-nelson-cfp/
Instagram: https://www.instagram.com/smartmoneystephen
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YouTube: https://www.youtube.com/@SmartMoneyStephen
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Facebook: https://www.facebook.com/StephenCFP

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The views and opinions expressed on the “Ultra High Net Worth Clients” podcast are those of the hosts, guests, and participants and do not necessarily reflect the views or positions of any entities they represent. The content provided is for informational purposes only and should not be construed as financial, legal, or tax advice. Listeners should consult with their own professional advisors before making any financial decisions. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The podcast, its producers, and affiliated parties make no representations or warranties as to the accuracy or completeness of any information presented.