How can financial advisors take themselves and their practices a step further to unleash their growth potential?

In this episode, Shannon Spotswood hosts Nicole Middendorf, the CEO of Prosperwell Financial, to talk about the power of stepping out of your comfort zone and the value of authenticity in financial advising. 

Nicole shares her personal journey, including her experience of going viral on LinkedIn and creating her ‘Live It List.’ Listen in as Nicole uncovers the importance of promoting women in the financial services industry and the need for advisors to be more inclusive and attentive to female clients.

Nicole discusses: 

• Her journey of creating and rebranding her ‘Live It List’
• The value of stepping out of our comfort zone and embracing discomfort for personal growth
• The scarcity versus abundance mindset and the power of gratitude
• How marketing and building a LinkedIn following can benefit financial advisors
• Why authenticity and personalization are crucial in financial advising
• What advisors can do about the disconnect between women and the financial industry
• And more!

Resources:

• The Retirement Answer Man – RogerWhitney.com
• “10x Is Easier Than 2x” by Dan Sullivan and Dr. Benjamin Hardy
• “Traction” by Gino Wickman

Connect with Shannon Spotswood:

• RFG Advisory
• LinkedIn: Shannon Spotswood
• Email: sspotswood@rfgadvisory.com

Connect with Nicole Middendorf:

• Prosperwell Financial
• The Live It List
• NicoleMiddendorf.com
• LinkedIn: Nicole Middendorf
• X (Twitter): @NicoleMiddendor

About Our Guest:

Nicole Middendorf is a Wealth Advisor, CEO of Prosperwell Financial, Author, Speaker, and Media Guest. Nicole is a knowledge junkie, mentor, and a born coach. She is an entrepreneur who has run her own business since 2003. Nicole is the author of five books and the mother of two phenomenal children. She is also a world traveler, a philanthropist, and an accomplished public speaker.

As a speaker, Nicole shares a real-life perspective on life and happiness with audiences across the country. Her primary goal is to inspire others to make real changes in their lives by taking complicated things, making them easy to understand, and giving actionable items to make change.

Nicole loves to work hard to empower individuals to make crucial, positive changes in their own lives. Nicole’s books have received local and national press coverage. She has become known for her thoughtful concise quotes, relaxed on-air presence, and articulate delivery during radio and television interviews.

The world needs more people—especially women—to be financially savvy, wholly independent, happy, and living a life of balance. Through Nicole’s writing, public speaking, coaching program, and work, she wants to be the one who supports them on all levels.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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