In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Niki Erb, financial advisor with Insight Folios.

In this fascinating conversation, Niki shares insights from her successful career spanning sales, operations, and financial advisory. The conversation highlights the importance of prioritizing people, and how genuine care and effective listening can drive success in any field. 

You'll learn how a mindset of service and empathy has been pivotal for Niki in overcoming challenges. Discover the value of having difficult yet honest conversations, the benefits of a strong support network, and the willingness to seek help and learn from others.

Niki also offers her thoughts on broader life lessons, such as trusting in a higher purpose and finding fulfillment in making a positive impact. She believes that true success comes from serving others and maintaining a balance between professional ambitions and personal values.

If you've enjoyed this episode of The Wealth Advisor Mindset podcast, be sure to leave a review and subscribe today!

What You Will Learn In This Show:

• Why listening to clients and caring about their needs is essential for success in sales and financial advising.
• Why 'servant leadership' leads to greater commitment and effort from both clients and team members.
• Coping with rejection in sales, the importance of confidence, learning from each experience, and viewing every 'no' as a step closer to the next 'yes.'
• How building trust by genuinely serving clients, even if it means not making a sale, can lead to long-term benefits and referrals.
• How faith and trust in God's plan have guided Niki's career decisions, leading to a fulfilling balance in her professional and personal lives.
• The importance of serving others and making a positive impact, which leads to both personal and professional fulfillment.
• And so much more...

Resources:

Niki's LinkedIn

Insight Folios