Episode 112. Advisor Stories: The superpower of making things simple with Nate Leo

Mar 27, 2024

Andy chats with financial advisor Nate Leo about his experience getting into the industry, challenges he overcame, his advisor superpower, and current success charging for planning.

Nate recounts the college elective that piqued his interest in the field and his initial aspiration to be an investment banker. He shares the early challenges of building a client base and credits his mentor and firm’s team culture for his success.

He credits his “superpower” as his ability to connect with clients and explain financial planning’s value, which can turn a casual chat into a client relationship.

They also discuss the importance of serving a diverse client demographic and the benefits of strategic partnerships with other financial professionals to meet complex client needs.

Watch

Listen

Get six free training videos and a dozen free planning resources at GoBeElite.com.

To Your Success,
Sten J. Morgan, CFP®, ChFC®
http://www.HowToChargeLive.com
https://calendly.com/andytraub/htc-live

Share this episode