Financial Advisor's Workshop with Brian Kasal #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
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