Ep #84: Moving Your Family Across the Country for a Good Fit with Stephen Nelson
New Planner Podcast · Caleb Brown
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Show Notes
Stephen Nelson is a Senior Financial Planner with Mills Wealth Advisors based out of Southlake, TX. He joins the show today to talk about his path into the financial planning profession and how it led him to his current firm, which he knew was the right fit for him and his family.
Listen in as Stephen shares why he pivoted away from pursuing a career in law, as well as how his early years in the insurance channel positioned him for success. You'll learn why he walked away from six years of building a business at an insurance company to jump into the RIA channel, how he narrowed down the firms that were a right fit for him, and the details of his recent partnership buy-in.
You can find show notes and more information by clicking here: https://bit.ly/3lUEj52