Cindy Nagel, CFP®, ABFP®'s Linkedin Analytics

You’ve built a practice by being exceptional at what you do. Maybe you are a solopreneur, or a large independent practice... Hybrid IBD or RIA only... As someone who built and sold my own independent financial advisory practice & coached hundreds of advisors from successful solopreneurs to multi-person multi-million dollar practices, I understand the dedication, perseverance, and strategic thinking it takes to grow your business and establish a trusted brand - all while thinking of inherent risks and multiples along the way. 💼 My mission is to partner with you to further elevate your thriving practice with the 𝗛𝗼𝗹𝗶𝘀𝘁𝗶𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲 𝗙𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸—a modernized approach that blends Tactical Strategies, Behavioral Finance and Communication Insights. 🧠📈💬 This isn’t about overhauling what you’ve built. It’s about uncovering overlooked strategies to refine and expand your impact. 𝗗𝗼𝗲𝘀 𝘁𝗵𝗶𝘀 𝘀𝗼𝘂𝗻𝗱 𝗹𝗶𝗸𝗲 𝘆𝗼𝘂? ➤ You’re a high-performing, accomplished independent financial advisor- whether a solopreneur or owner / part of a larger practice. ➤ You’ve attended seminars that tell you to rebuild your approach, but you prefer refining and enhancing your current strategies. ➤ You invest in yourself and are open to new ideas that improve the effectiveness and efficiency of your practice. ➤ You’ve heard of behavioral finance and want to leverage it to elevate how you serve clients. ➤ You’ve noticed that communication with some clients feels effortless, while with others, it can be more challenging—and you’re eager to understand what drives these differences to meet clients where they are and help them make impactful decisions. ➤ You value opportunities to connect and network with like-minded, high-performing advisors. ➤ You’re curious to discover innovative strategies that deliver deeper client connections and elevate your practice to new heights. ➤ You're a multi-person practice and you're wondering - where do we go from here? How can we increase our multiple? What are our risks? What aren't we thinking about? The 𝗛𝗼𝗹𝗶𝘀𝘁𝗶𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲 𝗙𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸 helps advisors amplify their practices by blending actionable tactical strategies with behavioral and communication insights. My goal is to equip you with practical tools and innovative strategies to make a meaningful impact on: ⭐ Your clients ⭐ Your business ⭐ And you! 🚀 𝗟𝗲𝘁’𝘀 𝗰𝗼𝗻𝗻𝗲𝗰𝘁 and collaborate to take your thriving practice to new heights! Schedule your 15-minute discovery call using the link in my "Featured" section