Nina O’Neal's guest appearances

Nina O’Neal

Financial Advisor Success

LifeBlood

All About Your Benjamins™

Framework with Jamie Hopkins & Ana Trujillo Limón

Douglas Boneparth

Michael Kitces

Brittney Castro

Stephanie Bogan

Lauren Owens

Rachel Robasciotti

Louis Barajas

Joel Bruckenstein

Dana Anspach

Josh Brown

Daniel Crosby

George Kinder

Deirdre Van

Hannah Moore

Scott Frank

OwlTail

This week, Jamie Hopkins talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, and the founder of Female Advisor Network. Nina talks about her background, how 2020 has affected her business, and her passion for supporting other female advisors.You can find show notes and other information at CarsonGroup.com/Framework.

This week, Jamie Hopkins talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, and the founder of Female Advisor Network. Nina talks about her background, how 2020 has affected her business, and her passion for supporting other female advisors.You can find show notes and other information at <a href="http://CarsonGroup.com/Framework" rel="nofollow" target="_blank">CarsonGroup.com/Framework</a>.

Building Relationships and Being Kind to Yourself with Nina O’Neal

Nina O’Neal is a partner and investment advisor with Archer Investment Management, a hybrid advisory firm that oversees nearly $90 million in assets under management. She joins the show today to talk about her advisory firm’s structure and why they have no plans to change it, as they don't view the hybrid model as a way to the independent RIA model. Listen in to hear Nina speak candidly about how she juggles being an advisor, a firm owner, and a parent. You’ll learn how she empowers other female advisors to establish an advisory business and balance the rest of their lives in the process, how her firm handles its mixture of fee-based advisory and commission-based brokerage business, and their plans for the future. For show notes and more visit: https://www.kitces.com/136 

Nina O’Neal is a partner and investment advisor with Archer Investment Management, a hybrid advisory firm that oversees nearly $90 million in assets under management. She joins the show today to talk about her advisory firm’s structure and why they have no plans to change it, as they don't view the hybrid model as a way to the independent RIA model. Listen in to hear Nina speak candidly about how she juggles being an advisor, a firm owner, and a parent. You’ll learn how she empowers other female advisors to establish an advisory business and balance the rest of their lives in the process, how her firm handles its mixture of fee-based advisory and commission-based brokerage business, and their plans for the future. For show notes and more visit: <a href="https://www.kitces.com/136" rel="nofollow" target="_blank">https://www.kitces.com/136</a>

Ep 136: Leveraging Risk Tolerance And Financial Planning Software Upfront To Deepen Conversations With Prospects with Nina O’Neal

Episode 39: In the last year I've begun to work with more entrepreneurs and have begun learning new planning strategies that while may not be a good fit for everyone, can be very impactful for business owners and other entrepreneurs. In an effort to continue to expand my horizons as a financial advisor, I met Nina O'Neal who has been working with business owners entrepreneurs and high net worth families for most of her career. Since she has years of experience with this type of planning, I asked her to join me in a conversation highlighting a few ways advisors can help their clients take advantage of unique planning strategiesIt is important to note our conversation is not a recommendation of any of the strategies or types of investments; consult your financial advisor to discuss your personal situation.We also talk about the heated debate amongst advisors regarding business models, compensation and the use of the term fiduciary; I really like how Nina notes fiduciary is the behavior of an advisor, not the compensation.In addition to discussing financial planning, we also talk about her career as a published author, Britney Spears, and how she keeps herself in good shape mentally, emotionally and physically as she balances being a partner at Archer Investment Management, a mom to two boys, and working on a soon-to-be announced project.There's something for everyone in this episode. Be sure to follow Nina to hear her big announcement in the coming weeks!I hope you enjoy!iTunes: All About Your Benjamins The Podcast: Nina O'NealShow Notes:Twitter: @noneal510LinkedInArcher Investment ManagementRelentless By Tim GroverAll About Your Benjamins Talkin' Shophttps://youtu.be/aE3d6k349AYDisclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

Episode 39: In the last year I've begun to work with more entrepreneurs and have begun learning new planning strategies that while may not be a good fit for everyone, can be very impactful for business owners and other entrepreneurs. In an effort to continue to expand my horizons as a financial advisor, I met Nina O'Neal who has been working with business owners entrepreneurs and high net worth families for most of her career. Since she has years of experience with this type of planning, I asked her to join me in a conversation highlighting a few ways advisors can help their clients take advantage of unique planning strategies It is important to note our conversation is not a recommendation of any of the strategies or types of investments; consult your financial advisor to discuss your personal situation. We also talk about the heated debate amongst advisors regarding business models, compensation and the use of the term fiduciary; I really like how Nina notes fiduciary is the behavior of an advisor, not the compensation. In addition to discussing financial planning, we also talk about her career as a published author, Britney Spears, and how she keeps herself in good shape mentally, emotionally and physically as she balances being a partner at Archer Investment Management, a mom to two boys, and working on a soon-to-be announced project. There's something for everyone in this episode. Be sure to follow Nina to hear her big announcement in the coming weeks! I hope you enjoy! iTunes: All About Your Benjamins The Podcast: Nina O'Neal Show Notes: Twitter: @noneal510 LinkedIn Archer Investment Management Relentless By Tim Grover All About Your Benjamins Talkin' Shop <a href="https://youtu.be/aE3d6k349AY" rel="nofollow" target="_blank">https://youtu.be/aE3d6k349AY</a> Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.

Nina O’Neal: Advanced Planning For Entrepreneurs And Business Owners