Know My Plan

Helping clients maintain, build, & transfer their wealth to their loved ones or charities. Financial planning doesn't have to be overly complicated. You don't have to do it alone. I enjoy working with clients who want to build a financial plan together thru a deep understanding of your goals both while working, in retirement, and beyond.

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

CERTIFIED FINANCIAL PLANNER™

SunTrust Investment Services, Inc.

VP, Financial Advisor

Financial Advisor

Licensed Financial Sales Consultant 2

I’m a Financial Planner that helps Sales Executives reduce financial anxiety with a 1-Page Plan.

Phone:  704-243-9376 | Email:  nic@knowmyplan.com | Website:  www.knowmyplan.com

I design financial plans for busy executives and their families.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

You also want to reduce stress, save time, pursue your goals!

As a high earner, you deserve a customized plan to meet you and your family.  No more rules of thumb.  Your goals determine your financial plan, and your financial plan will determine your goals.

The financial plan is your life adventure map.  The plan will need to be monitored and adjusted over time.  That is why we love financial planning.  The process requires relationships built over years!

Securities offered through LPL Financial, Member FINRA/SIPC.  For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. 


Know My Plan is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Nic Nielsen, CFP®

First Trust

Coaching, training, presenting to advisers across the country on cutting edge solutions to take their practices off autopilot and into growth.

Areas of expertise:
- Niche Advising: how advisers find and specialize in serving a sweet spot of individuals that exist where their ideal client and ideal practice meet. 
Benefits include an enhanced client experience, potential for organic growth and stand out among competition
- Branding: articulating your value, developing a brand identity, marketing and events
- Client Experience: coaching and consulting to building total client engagement with the 5 elements of the client experience 
- Social Media
- Digital Marketing 
- Tech Tools

Vice President, Advisor Consultant

- Associate for developing and supporting First Trust’s international expansion into Europe, Latin America and Offshore Markets through developing marketing strategies to target international audiences. 
- Created localized marketing documents and materials specific to each country or region.
- Strategized with sales teams to assess needs and strategize on campaigns. 
- Organized marketing efforts, kept timelines and ensured deadlines were met.
- Commuted between the U.S. and London and worked with both management teams.

International Marketing, Associate

Inside Specialist for Alabama & Florida Panhandle, previously Mississippi and Louisiana 
- Inside sales representative in a highly competitive and collaborative environment. 
- Covered two Mississippi and Louisiana for the first 1.5 years before being promoted to Alabama and the FL Panhandle for the remainder of my time. 
- Took an entrepreneurial spirit with my external to run the territory as our own business including an innovative business plan with quarterly reviews, goal setting, territory management and sales ideas based on current market conditions.
- While covering the AL and the FL Panhandle, we exceeded sales expectations and consistently stayed within the top 20 out of 53 territories in rankings each quarter by growing our percent of firm. 
- Took a consultative sales approach to be a business partner to advisors with a focus on understanding and meeting advisors’ needs.  Developed and maintained a growing base of clients.
- Drove sales through outbound call campaigns, sales emails, events, meetings, and presentations, including travel to the territory for meetings and events.
-Took ownership of ongoing product and industry education as well as led my fellow internal wholesalers in sales ideas and training.

Internal Wholesaler

Nordstrom

- Divided time between Management Development, Sales Experience and Manager Shadowing
- Achieved highest Sales per Hour out of 2010 Intern Class
- Continually met and exceeded personal, department and store goals
- Enjoyed working in a team environment

Michigan Avenue Store Intern

Excelled in customer relations and personal sales.
- Maintained expertise on our products and trends while meeting individual needs.
- Built positive customer relations through following up on purchase satisfaction. Went above and beyond for the best customer service.
- Built a base of personal customers and repeat business. 
- Used calling campaigns to reach out to other customers to foster new or more frequent business with information regarding new product or sales. Including warm and cold calls (30 calls a day on average)
- Worked in a commission based sales environment. Repeatedly met and exceeded sales goals, even achieving highest sales per hour in my 2010 intern class. 
- Comfortable in a fast paced environment

Sales Associate

City of Chicago

- Worked under the marketing director to learn logistics, rules and regulations
- Coordinated community and department events
- Wrote department Press Releases
- Translated informational flyers into Spanish 
- Overall, Increased awareness of department programs citywide and across languages through marketing and PR.

Mayor's Office for People with Disabilities: Marketing and PR Intern

Innovative Business Dev & Practice Management | Proven Strategies of Future-focused, Next Gen Financial Pro's & RIA's | Women, Next Gen, Family Wealth | Author: Insights & Innovations

Speaker | Author | Consultant | Coach | Content Creator | Avid Learner

At First Trust, we are all-in on serving financial professionals and teams, and the folks that serve them, building client-focused businesses. A large portion of those resources are dedicated to helping them work ON their business with practice management and business development resources in the Advisor Consulting Group. 

If you are a growth-focused financial professional, team, RIA or firm, I can help you identify, design and execute modern business development strategies.

The value the financial professional provides investors has been disrupted. It's critical for financial professionals and teams evaluate if their business communicates and delivers value that's relevant, especially to:

- women investors
- next gen
- multi-generational, modern families

Modern value is rooted in: Process, Planning, People

In my role, I have the unique opportunity to study success, accessing what the best in the biz do really, really, well. 

Then, I translate those insights into repeatable processes and strategies through:

- One on One consulting (from individual to firm level)
- One on One Coaching
- Presentations
- Insights & Innovations (biz development blog-- as your First Trust wholesaler to get added and join 6,000+ financial professionals already signed up!)

(client engagement through high tech/high touch, working across the family tree, events and experiences, activating clients for referrals, virtual and digital growth strategies, content marketing, lead and demand generation, becoming all things to your target audience or niche market and more)  

Interests: foodie, travel, fashion, wine, being active, entrepreneur, learning, reading, yoga, hiking, spin class, How I Built This podcast, technology, business development

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The Battle

Nic Nielsen, CFP®

Jackie Wilke

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