Interview with Nic Nielsen, CEO & Owner, Know My Plan - Having a niche as a Financial Advisor

For Advisors By Advisors
02/09/2022 32 min Temporada 1 Episodio 8
Interview with Nic Nielsen, CEO & Owner, Know My Plan - Having a niche as a Financial Advisor

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Episode Synopsis

In this episode, we talk with Nic Nielsen who is the owner and founder of Know My Plan and the author of the book Visual Finance.  We went through Nic’s Niche and how he has changed his practice to focus on a specific cliental.  We also went over the new book and how creating visual pieces for clients became a passion.  Nic breaks down what young advisors should do and how to make yourself stand out using social media.  Check it out!    Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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