Nina O'Neal

Nina O'Neal, a partner and investment advisor at Archer Investment Management, shares insights on navigating the world of financial advising while balancing life as a parent. She highlights the effectiveness of using Riskalyze to shift client conversations from mere performance to understanding behavior. Nina also discusses empowering female advisors through her network and the importance of building a supportive firm culture. Get ready for practical tips on integrating technology like eMoney for better client engagement and planning.