11 | Nathan O'Bryant | Building a Financial Legacy: A Guide to Meaningful Success
Release Date: 04/02/2024
33 | How to Elevate Your Life: The Art of Ambitious Thinking
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In today's episode of the Wealth Advisor Mindset podcast, Nina introduces a transformative approach that could be the missing piece you need to move forward, both in your personal life and professional career You'll be guided through the exploration of a single, powerful concept that promises to help you build stronger relationships, elevate your success, and regain control of your time and energy. What if the key to unlocking your potential isn't found in action but in a more internal shift? With compelling examples and a clear, practical exercise, Nina introduces an intriguing way to...
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32 | Jacki Liautaud | Unlock Curiosity and Authenticity for Success
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31 | Rob Brown | From Limitations to Liberation: The Truth About Mindset
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30 | Coach Lauren Winkelman - Unlock Your Potential by Defying Limits and Embracing Creativity
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In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Lauren Winkelman, a CFP and the Founder of Rock Money Scissors Financial Coaching. During the conversation, Lauren shares her personal journey of navigating a major career shift and embracing unexpected opportunities. You'll learn how breaking free from societal expectations and rigid thinking led her to a more fulfilling professional path. You'll also discover the challenges of balancing work and life, especially in an industry known for long hours and intense pressure. Lauren challenges the idea that success comes...
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29 | Brian Kurtz | Thriving Through Value and Connection
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28 | Julieanne Steinbacher | What Role Does Grace Play In Personal and Professional Growth?
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27 | Bob Regnerus | How to Harness Mindset Mastery for Massive Success
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26 | Michael DeLon | Success Blueprint: Harnessing the Surprising Power of Your Mind
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25 | A Simple Mindset Hack Will Transform Your Profits
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24 | Liz Hand | Fearless Growth for Financial Advisors
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In today's episode of the Wealth Advisor Mindset podcast, Nina is joined by Liz Hand, owner of Pleasant Wealth, LLC and a financial advisor for women who are approaching retirement and want to feel good about themselves and their money. During the conversation, Liz shares her journey of overcoming personal challenges and building confidence in her professional life. She highlights the importance of understanding and managing one's mindset, especially when dealing with feelings of inadequacy or fear of making mistakes. You'll discover the unique pressures faced by professionals in the financial...
info_outlineIn today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Nathan O'Bryant, the founder of O'Bryant and Associates, Inc., a distinguished investment advisory firm, as he shares insights into his journey in the financial industry. With over 20 years of experience, Nina and Nathan explore his beginnings as an insurance broker and his eventual pivot towards investment management and retirement planning, driven by his passion for these fields. He highlights the importance of enjoying one's work and how this enjoyment is pivotal in his successful transition and growth within the financial sector. Nathan's approach to overcoming the initial challenges of establishing credibility in his small hometown and his innovative strategies for business growth, like teaching retirement planning courses, are key topics of discussion.
The episode touches upon common challenges financial advisors face, especially regarding mindset and adaptability. Nathan emphasizes the critical need for advisors to remain open to learning and trying new methods to stay ahead in the rapidly evolving financial landscape, particularly in the wake of COVID-19's impact on the industry. He criticizes the common tendency among advisors to stick to comfortable and familiar practices, advocating instead for a proactive approach in adopting new strategies and technologies to meet and expand client bases across broader geographical areas.
Nathan shares profound insights on the significance of setting clear goals, not just in business but also in personal life, underscoring the importance of persistence, faith, and focusing on what genuinely brings joy and fulfillment. His testament to the idea that money does not equate to happiness, and his emphasis on valuing family, faith, and personal interests above financial gain, provide a holistic view of success.
Enjoy!
What You'll Learn in This Episode:
- Nathan's transition from insurance broker to focusing on retirement planning and investment management, and the importance of doing what you love for career satisfaction and success.
- How starting in a small town and being young were significant hurdles to Nathan's success.
- Insights into breaking past income plateaus and client types through education and focused marketing.
- The necessity of adapting to new ways of connecting with clients, like remote meetings, and expanding client bases beyond local geographic limits, particularly post COVID-19.
- Handling life and career setbacks with a positive mindset and how Nathan's faith has been a cornerstone in navigating through challenges.
- The importance of being focused and disciplined in implementing new strategies and setting clear, personal goals to achieve success.
- The lessons life has taught Nathan, notably that happiness does not stem from financial success but from family, hobbies, faith, and personal satisfaction.
- And much more...
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