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)

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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: corey@marketerscompany.com

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Cheers,

Corey