In this episode of "Your Stake Your Story", Nycole Freer, CFP, bfa, founder of Eden Financial, shares her journey from working at JP Morgan to starting her own financial planning firm. She talks about the challenges of working at a big brokerage firm and how she wanted to write a book and do social media, which was not possible due to conflicts of interest. Nycole also discusses the importance of educating clients to become more confident in their financial decisions and highlights the value of values-based investing. This episode provides insights into best practices for financial advisors and highlights the benefits of prioritizing client needs.
Together Gabe and Nycole discuss:
- How the pandemic shifted Nycole's priorities and led to the creation of Eden Financial
- Nycole’s first book, Haisley’s Birthday Money, and why she wanted to help parents get a early start to financial education for their children.
- Why Values-Based Investing can be a powerful way to connect with clients
- How to understand our emotions when it comes to money.
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To learn more about Nycole and her practice: