1 hr 1 min
The Evolution of a Financial Advisor: Looking Back and Ahead with Nic Nielsen, CFP® (079) Corey Keating – Unfiltered
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- Økonomi
In this full 60 minute conversation, I sit down with Nic Nielsen, CFP®, co-founder of independent financial planning firm Know My Plan, to discuss his career journey and vision for the future of the financial advisor industry.
Nic's business and the type of clients Know My Plan serves
What Nic envisions for his career at different stages, from his time at a large bank to launching Know My Plan
Bullish outlook on financial advice and how Nic sees the industry evolving
Nic opens up about his goal to continue growing Know My Plan to help as many people as possible plan for their ideal lives
Silly NBA wrap-up (offseason and upcoming)
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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com
Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube!
Cheers,
Corey
In this full 60 minute conversation, I sit down with Nic Nielsen, CFP®, co-founder of independent financial planning firm Know My Plan, to discuss his career journey and vision for the future of the financial advisor industry.
Nic's business and the type of clients Know My Plan serves
What Nic envisions for his career at different stages, from his time at a large bank to launching Know My Plan
Bullish outlook on financial advice and how Nic sees the industry evolving
Nic opens up about his goal to continue growing Know My Plan to help as many people as possible plan for their ideal lives
Silly NBA wrap-up (offseason and upcoming)
--
Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com
Engage with me on LinkedIn and make sure you’re subscribed to my channel on YouTube!
Cheers,
Corey
1 hr 1 min