Nev Kraguljevic, MBA, CSLP® is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today, Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth.
In this episode, Chris and Nev explore:
- From higher-ed career to fee-only planning pivot
- Student-loan strategies for medical small-biz owners
- “Value-first” sales method that makes prospects ask to sign
- Serving LGBTQ+, immigrants & first-gen wealth builders
Nev Kraguljevic: Junior Financial Planner
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!
