Ep 08: Simplifying Wealth Management Through Trust and Transparency with Bain Nickels episode artwork

EPISODE · Jun 12, 2026 · 1H 2M

Ep 08: Simplifying Wealth Management Through Trust and Transparency with Bain Nickels

from What Works - 2,500+ Years of Experience in Financial Planning · host Don Patrick

What does it take to build lasting success in wealth management? In this episode, we’re joined by Bain Nickels, President and Wealth Manager of Nickels Wealth Management, who shares his journey from graduating with a degree in risk management, insurance, and financial planning at Mississippi State University to becoming a leading financial advisor. With CFP™ and CKA designations, Bain discusses the importance of building client relationships based on trust, respect, and transparency. You’ll learn about his approach to financial planning, the value of having a disciplined plan, and why the key to long-term success has less to do with specific investments and more to do with the ability to stick to a solid plan through market highs and lows.Listen in as Bain reflects on the lessons he's learned from his father, the founder of the firm, and offers insights into what he’s working on next in his career. He also talks about the power of asking questions, simplifying processes for clients, and maintaining a strong company culture. Discover how Bain’s team ensures client satisfaction, the strategies they use to bring in new clients, and more. 

What does it take to build lasting success in wealth management? In this episode, we’re joined by Bain Nickels, President and Wealth Manager of Nickels Wealth Management, who shares his journey from graduating with a degree in risk management, insurance, and financial planning at Mississippi State University to becoming a leading financial advisor. With CFP™ and CKA designations, Bain discusses the importance of building client relationships based on trust, respect, and transparency. You’ll learn about his approach to financial planning, the value of having a disciplined plan, and why the key to long-term success has less to do with specific investments and more to do with the ability to stick to a solid plan through market highs and lows.Listen in as Bain reflects on the lessons he's learned from his father, the founder of the firm, and offers insights into what he’s working on next in his career. He also talks about the power of asking questions, simplifying processes for clients, and maintaining a strong company culture. Discover how Bain’s team ensures client satisfaction, the strategies they use to bring in new clients, and more.

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Ep 08: Simplifying Wealth Management Through Trust and Transparency with Bain Nickels

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This episode was published on June 12, 2026.

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What does it take to build lasting success in wealth management? In this episode, we’re joined by Bain Nickels, President and Wealth Manager of Nickels Wealth Management, who shares his journey from graduating with a degree in risk management,...

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