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...
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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...
Coach Or Planner? The Truth About Getting Your Money To Move | Let's Get Real Ep. 26
NoBS Wealth
10 minutes
1 month ago
Coach Or Planner? The Truth About Getting Your Money To Move | Let's Get Real Ep. 26
Most owners wait to hire a planner until everything is “ready.” That’s how you stay stuck. I asked my communities why more people aren’t working with planners and the answers were clear. Not enough money yet. Bad advisor experiences. Confusion about what planners actually do. I lay out the truth and the path forward. This is an audio-first breakdown of coach vs planner, what licensed planning includes, and how to move from survival decisions to strategic ones. Especially for women, minority, ...
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...
