Speaking
WEALTH/STACK
Scottsdale, AZ
september 2019
Nina O’Neal spoke about utilizing social media to connect with and to grow your clientele. Check out the coverage of the presentation by CNBC.
FEARLESS INVESTING SUMMIT
San Antonio, TX
October 2018
Nina O’Neal spoke about utilizing technology in her practice to help investors invest fearlessly and stay the course.
October 2017
Nina O’Neal discussed how her firm utilizes technology and the benefits of creating a solid tech stack on the “Technology From An Adviser’s Perspective” panel.
LADENBURG THALMAN NATIONAL CONFERENCE
Washington, DC
august 2019
Nina O’Neal gave a “Peer Talk” during the conference to fellow advisors. She shared her story and discussed ways to reframe our thoughts and actions to help with gender disparity in financial services.
EXCELL
Chicago, IL
may 2019
Nina O’Neal, Stephanie Bowman (Founder, Limitless Advisor), and Teri Shepherd (President, Carson Group) shared advice to other women on success as a female financial advisor, balancing work and family life, and having relentless determination to make it in a male-dominated industry.
9th ANNUAL RIA EAST INVESTMENT FORUM
Boston, MA
june 2019
Nina O’Neal moderated a round table discussion, “How and Why Diversity Can Grow Your Firm.”