The Human Advisor

Nina O'Neal – Do right by your clients and watch your business grow

Episode Summary

Nina O'Neal has built a thriving practice with clients she loves by clearly demonstrating her personal core values and financial planning knowledge. She's found success by staying true to herself and by doing what's right for her clients — not what's popular to get paid. Nina will inspire you to figure out what your brand identity really is, how to build long-lasting meaningful relationships with your clients, and how to leverage those relationships for prospecting and business growth.

Episode Notes

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08:20 – Strive to build long-lasting relationships with your clients

17:00 – Know your audience and know how to serve them

23:53 – Prospecting 101: Does this relationship have potential?

27:09 – Educational seminars for prospective clients

31:13 – Women empowering women

44:00 – “The Juggle is Real”


This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.


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