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How Do I Tell My Clients I'm Transitioning? – with Nic Nielsen (048)
Nic shares about their transition from the bank to independence. How to effectively communicate with clients, emphasizing the importance of transparency, trustworthiness, and positivity with clients.
Nic highlights the importance of client segmentation: Segmenting clients into A/B/C categories based on likelihood to transition and use this to set expectations.
Featuring Nic Nielsen, CFP®, Financial Advisor and Founder, Know My Plan.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
View all episodes
By Corey Walen
5
99 ratings
Nic shares about their transition from the bank to independence. How to effectively communicate with clients, emphasizing the importance of transparency, trustworthiness, and positivity with clients.
Nic highlights the importance of client segmentation: Segmenting clients into A/B/C categories based on likelihood to transition and use this to set expectations.
Featuring Nic Nielsen, CFP®, Financial Advisor and Founder, Know My Plan.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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