#61 Client-Centric Financial Planning w/ Nic Nielsen, Financial Planner of Know My Plan
https://youtu.be/rM8ufDvFoBw 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 […]
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