Preview Mode Links will not work in preview mode

The Model FA

Oct 24, 2022

Nic Nielsen is a certified financial planner and the Co-founder of Know My Plan, a firm that helps sales executives feel confident and reduce financial anxiety with a one-page financial plan. He is the author of Visual Finance, which shares illustrations of financial planning topics alongside corresponding QR codes to short videos that elaborate upon real-life financial planning applications. Before co-founding Know My Plan, Nic served as Vice President and Financial Advisor for SunTrust Investment Services. He was also a financial advisor for PNC, where he worked for over five years before joining SunTrust. Nic graduated from the University of Saint Francis with a Bachelor of Arts degree in Business Administration.


Nic joins me today to discuss the one-page financial plan, its contents, and its impact. He shares what made him transition to the world of finance after initially studying engineering in college and the inspiration behind the one-page financial plan. He explains what his clients think about the one-page financial plan and how content creation on LinkedIn transformed Know My Plan’s business. He also highlights how creating content shortens the sales process and underscores the power of simplifying financial plans.


“There’s no one way to do a financial plan. The best financial plan is the one that somebody can stick to and implement.” - Nic Nielsen


This week on The Model FA Podcast:


  • Nic’s background, how he learned about investing, and his beginnings in financial planning
  • Why people transition to the independent financial advisory world
  • The origins and content of the one-page financial plan
  • How clients perceive the one-page financial plan
  • The DIEM process and how creating content transformed Nic’s business
  • The value of diversifying content and how often Nic posts on LinkedIn
  • How many leads Nic would get in the early stages of creating content
  • The power of networking on LinkedIn and why salespeople appreciate the one-page financial plan
  • Breaking the feast/famine cycle and how creating content shortens the sales process


Resources Mentioned:



Our Favorite Quotes:


  • “Social media, when executed properly, can really be a Swiss army knife for prospecting, lead flow, adding value, and staying relevant in between your reviews with clients.” - David DeCelle
  • “Salespeople are one of the biggest groups of people that will appreciate the simplicity of a one-page financial plan.” - David DeCelle
  • “The beauty of marketing is that when you put out to the world what your process is, the people you attract self-select.” - Nic Nielsen


Connect with Nic Nielsen:



About the Model FA Podcast


The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 


Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. 


Our Team:

President of Model FA, David DeCelle


If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.