The Evolution of a Financial Advisor: Looking Back and Ahead with Nic Nielsen, CFP® (079)

In this full 60 minute conversation, I sit down with Nic Nielsen, CFP®, co-founder of independent financial planning firm Know My Plan, to discuss his career journey and vision for the future of the financial advisor industry. Nic's business and the type of clients Know My Plan serves What Nic envisions for his career at different stages, from his time at a large bank to launching Know My Plan Bullish outlook on financial advice and how Nic sees the industry evolving Nic opens up about his goal to continue growing Know My Plan to help as many people as possible plan for their ideal lives Silly NBA wrap-up (offseason and upcoming) -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: [email protected] Engage with me on ⁠⁠⁠LinkedIn⁠⁠⁠ and make sure you’re subscribed to my channel on ⁠⁠⁠YouTube⁠⁠⁠! Cheers, Corey