Stephen Nelson is Partner & Senior Wealth Manager at Mills Wealth Advisors, guiding business owners through complex financial decisions with a $450 million AUM perspective. His fiduciary mindset, deep investment discipline, and process-driven approach turn entrepreneurial success into generational security.
In this episode, Chris and Stephen discuss:
- Why a unanimous three-person investment committee beats knee-jerk trades
- The move from broker-dealer sales culture to true fiduciary service
- A simple referral prompt that fuels high-quality client growth
- Building 75 percent standardized, 25 percent personalized client experiences
Connect with Stephen:
Instagram | Twitter | YouTube | TikTok | Facebook
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!
