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#61 Client-Centric Financial Planning w/ Nic Nielsen, Financial Planner, Know My Plan
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Nic Nielsen (https://knowmyplan.com/ ) is a licensed financial planner and the co-founder of Know My Plan, a company that uses a one-page financial plan to help sales professionals feel confident and eventually reduce financial anxiety. Nic discusses his unique journey from a former broker to a trusted financial advisor in this episode with Brian.
In this episode, Brian and Nic discuss:
1. Simplifying Financial Planning
2. Nic’s Firm And How He Helps Clients
3. Advising Clients in a Volatile Market
4. Visual Finance
LinkedIn: https://www.linkedin.com/in/knowmyplan/
Instagram: https://www.instagram.com/knowmyplan/
Twitter: https://twitter.com/KnowMyPlan
Youtube: https://www.youtube.com/channel/UCWrT8mun7mY2K19X942YS-Q
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors 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 a thorough review with your investment advisor considering
all factors including personal goals, needs, and risk tolerance.
FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois.
The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements.
For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents,
the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
View all episodes
By Brian KasalDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Nic Nielsen (https://knowmyplan.com/ ) is a licensed financial planner and the co-founder of Know My Plan, a company that uses a one-page financial plan to help sales professionals feel confident and eventually reduce financial anxiety. Nic discusses his unique journey from a former broker to a trusted financial advisor in this episode with Brian.
In this episode, Brian and Nic discuss:
1. Simplifying Financial Planning
2. Nic’s Firm And How He Helps Clients
3. Advising Clients in a Volatile Market
4. Visual Finance
LinkedIn: https://www.linkedin.com/in/knowmyplan/
Instagram: https://www.instagram.com/knowmyplan/
Twitter: https://twitter.com/KnowMyPlan
Youtube: https://www.youtube.com/channel/UCWrT8mun7mY2K19X942YS-Q
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
YouTube: https://www.youtube.com/@financialadvisorsworkshop
Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop
Twitter: https://twitter.com/FAsWorkshop
iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408
Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE
Website: https://www.financialadvisorsworkshop.com/
Work with FourStar: https://financialadvisorsworkshop.com/Advisors
DISCLAIMER: This content is provided by FourStar Wealth Advisors 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 a thorough review with your investment advisor considering
all factors including personal goals, needs, and risk tolerance.
FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois.
The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements.
For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents,
the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov