Happy holidays—and let’s be real: the markets, the economy, and “the plan” don’t look clean right now. In this 12 Days of Giving episode, Shana Orczyk Sissel comes back with a story that hits every advisor (and every client) right between the eyes: a young advisor leaves a firm, starts from zero, and lands a $25M client… not by sounding smarter… but by asking better questions and bringing REAL options to the table. Here’s the uncomfortable truth: most advisors are selling the same portfolio...
All content for NoBS Wealth is the property of Stoy Hall, CFP® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Happy holidays—and let’s be real: the markets, the economy, and “the plan” don’t look clean right now. In this 12 Days of Giving episode, Shana Orczyk Sissel comes back with a story that hits every advisor (and every client) right between the eyes: a young advisor leaves a firm, starts from zero, and lands a $25M client… not by sounding smarter… but by asking better questions and bringing REAL options to the table. Here’s the uncomfortable truth: most advisors are selling the same portfolio...
12 Days of Giving Day 3: Your Presence Is Enough: Rethinking Holiday Gifts & Money
NoBS Wealth
17 minutes
3 weeks ago
12 Days of Giving Day 3: Your Presence Is Enough: Rethinking Holiday Gifts & Money
What happens when your generosity becomes the very thing that threatens your future? In this 12 Days of Giving episode, I sit down with therapist and member of the NoBS Collective, Rachel Duncan, to unpack a story that honestly describes way too many people: late 50s, single, big heart, strong friend group, steady nonprofit job — and quietly terrified that retirement might not be possible because she gives so much away. Not to institutions. To people. To friends. To every GoFundMe, every “I s...
NoBS Wealth
Happy holidays—and let’s be real: the markets, the economy, and “the plan” don’t look clean right now. In this 12 Days of Giving episode, Shana Orczyk Sissel comes back with a story that hits every advisor (and every client) right between the eyes: a young advisor leaves a firm, starts from zero, and lands a $25M client… not by sounding smarter… but by asking better questions and bringing REAL options to the table. Here’s the uncomfortable truth: most advisors are selling the same portfolio...
