Tanya Nichols
Founder of Align Financial, a hybrid advisory firm serving near-retirement women and overseeing about $50 million for roughly 80 households; former wirehouse advisor who launched an independent practice focused on aligning clients' money and life and refining planning and fee structures.
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Nov 12, 2019 • 1h 39min
Ep 150: Getting Unstuck And Re-Aligning Fees To Build The Solo Advisory Firm You Want with Tanya Nichols
Tanya Nichols, founder of Align Financial who helps near-retirement women align money and life, shares her journey from wirehouse advisor to independent practice owner. She discusses reframing planning into a one-page plan, standardizing and raising fees, managing client surges, avoiding burnout, and using community and coaching to find courage and design the firm she wants.
