Published Articles
Nina O’Neal has written multiple articles on various industry relevant topics.
“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 shares insight on picking a new Broker-Dealer for your firm.
“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.