Published Articles

 

“How and Why Diversity Will Grow Your Firm”

Financial Planning | March 9, 2019

Nina O’Neal discusses the value of adding diversity to your firm.


“You’ve Recruited Women Advisors. Now What?”

Financial Planning | June 19, 2018

Nina O’Neal shares how to retain and support females in financial services.


“How the Gig Economy is Changing Retirement Planning”

Financial Planning | November 20, 2018

Nina O’Neal relates how gig and freelance work can help retirees.


“Picking a New Broker-Dealer? Here’s how to do it right this time.”

Financial Planning | March 12, 2018

Nina O’Neal relates how gig and freelance work can help retirees.


“How This is Advisor is Facing Down Hurricane Florence”

Financial Planning | September 12, 2018

Nina O’Neal shares how she and her firm are preparing for a potential national disaster and what other firms can do ahead of time.


“Even as fires ravaged buildings, this practice was ‘business as usual’”

Financial Planning | December 11, 2017

Nina O’Neal shares how implementing cloud-based technology can benefit a firm, especially when disaster strikes.


“The aha! moment that led to new clients”

Financial Planning | October 30, 2017

Nina O’Neal discusses her firm’s approach to creating a multi-generational practice.