Episode 70 – From Shiny Objects to Solid Strategies with Mike Nakanishi
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Episode 70 – From Shiny Objects to Solid Strategies with Mike Nakanishi
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Mike Nakanishi is a seasoned advisor based in Honolulu, Hawaii, currently bringing his skills to Kingswood Wealth Advisors LLC.
In this podcast, Michael delves into his 20-year career, revealing major industry influences, the challenges faced by investors, and his unwavering passion for helping clients succeed in their financial endeavors.
They also discussed:
- The major influences in Michael’s career, such as co-workers, managers, industry events, and clients, and how these experiences transformed his perspective and practice.
- How Mike has adapted his business over the years to meet the evolving needs of clients.
- Understanding client’s relationship with money, emphasizing the importance of full disclosure and realistic expectations.
- The benefits and drawbacks of being an independent financial advisor, compared to being an employee in a larger financial institution.
- The significance of record-keeping, organization, and calendar management in effectively managing a financial advising business.
- His recent move to Kingswood Wealth Advisors LLC and the factors that led him to join a new firm.
Resources:
Kingswood U.S.
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