Sep 13, 2021
In this episode, Steve talks with the Managing Partner at Collective Wealth Advisors LLC, Trey Nelson.
Trey has been a consistent contributor to the financial services industry for nearly 20 years, including a stint as the Vice President and Regional Director of Loring Ward (now Buckingham). His depth of knowledge afforded him the opportunity to offer his expertise in wealth management to world-renowned personalities and the top wealth managers in the country for more than a decade.
While he's back to being a wealth advisor, he has stayed true to his core values: putting the clients first. He’s currently spearheading his family-owned firm that has a rapidly growing number of clients in six different states.
Trey talks with Steve about the power of simplicity in the client discovery process, the role of trust in building a strong team of experts, and how vulnerability can help grow your client base.
“The client needs help in understanding all the stuff in their life that needs to be planned for and provided solutions to—and it takes more than one person, it takes a team. Getting comfortable as an advisor, being vulnerable, bringing others that are equally smart into the equation—that’s what clients need today.” ~ Trey Nelson