In today’s Advisors Unscripted, Dr. Nicole S. talks about being on the 73rd floor of the World Trade Center on Sept. 11, 2001. She recounts how her harrowing escape not only changed her life forever, but determined how she would serve others moving forward professionally. As a CFP®, she has helped everyone from church parishioners to public school employees to prison inmates. Her book, “The Quiet Shift,” addresses aging parents and the financial issues that arise around aging. Dr. Nicole also talks about how important niche marketing and expertise are for financial advisors in today’s industry landscape. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

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*The contents of this podcast are for:

Financial Professional Use Only.

Insurance-only agents are not licensed to offer investment advice.