In today’s episode of Framework, Jamie talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, as well as the founder of Female Advisor Network.

Nina never expected to become a financial advisor. With a degree in English and a minor in creative writing, Nina saw herself as a writer, and financial planning  was not high on her list of careers to pursue. However, Nina found that she loved building a business, and nurturing relationships with clients and other stakeholders.

Nina talks with Jamie about her background, how 2020 has affected her business, and her passion for supporting other female advisors.

“I really just want to do the right thing for the right reasons for the client all the time, without any sales directive, the need to open a new account, or pressure to work with anybody to meet a goal. I love to be a business owner and help other business owners. ~ @noneal510

Main Takeaways

  • Regardless of the business you’re in, relationships matter. Everything revolves around having clear communication with your clients.
  • Build your network early. A safe space within your industry will be helpful. A community of like-minded people, with shared practices and principles, is irreplaceable.
  • Defining and tracking your metrics are paramount — these are what will help you find the most likable and profitable client profiles that fit your business.
  • Be kind to yourself. We’re in the middle of some very challenging times in 2020. Give yourself (and your clients) time to engage with your feelings.

Links and Important Mentions

Get Your Free Blueprinting Guide

The first step to setting up the framework of your business is to have the right blueprint. But knowing what goes into that blueprint is half of the battle. We put together a free resource that you can use to set your firm down the right path.

Go to to get your free blueprinting guide.

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Greg Opitz: EQ in Financial Planning

By: Ana Trujillo Limon
How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly …

Excell 2024: Get to Know Mainstage Speaker Harris III

By: Carson Group
Excell 2024 is the event to inspire you to create. Our speakers – both Carson and industry leaders – will bring big, creative and inspirational ideas to the stage …

Dr. Ana María López Caldwell: Empower Your Career with Authenticity

By: Ana Trujillo Limon
Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and …

A Solid Foundation: Improving Your Personal Development Quotient for Better Business Outcomes

By: Carson Group
Our Carson Partners recently participated in the Fundamental 50 Challenge led by a combination of our Carson Coaches and Carson Partners Consulting team. Essentially, the challenge is designed to …
1 2 3 144