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#61 Client-Centric Financial Planning

Nic Nielsen (@KnowMyPlan) 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 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

Instagram: https://www.instagram.com/knowmyplan/ 

Youtube: https://www.youtube.com/channel/UCWrT8mun7mY2K19X942YS-Q

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