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
- Nina O’Neal
- Female Advisor Network
- Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future
- Factfulness: Ten Reasons We’re Wrong About the World – and Why Things Are Better Than You Think
- Love, Life, and Elephants: An African Love Story
- Unbroken (The Young Adult Adaptation): An Olympian’s Journey from Airman to Castaway to Captive
- The Boy, The Mole, The Fox and The Horse
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 CarsonGroupCoaching.com to get your free blueprinting guide.
Subscribe and Stay in Touch
