Nicholas Ockenga is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group. Nicholas works closely with retirement plan sponsors on employee education and one on ones in an effort to increase the knowledge of participants to help them get more financially fit for retirement.
In this episode, Chris and Nicholas discussed:
- Building a Business by Default vs. Design
- The Plateau Between $250K–$300K
- Redefining ‘Ideal Clients’ and Letting Go of the Wrong Ones
- Selling the Right Result (Not Just Deliverables)
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
