Each month, Sowell Management will be shining a light on one of our advisors. Sharing a bit of their success and insight with us all. What makes them standout? How do they differentiate so as not to become a commodity? And along the way, learn a little bit more about them, too.
Auburn University graduate, Nathan Greene, CFP®, is on ‘Center Stage’ this month. Nathan has nearly 10 years of experience, building his practice, Cairn Financial Group, with the sole purpose of enabling wealth success in his clients’ lives. Here is what Nathan had to say:
You are a graduate of Auburn University and still regularly teach, speak and commentate on financial matters. What are your favorite topics to cover, specifically? And why?
“Unfortunately, student loans has been and continues to be one of my favorite topics! I say unfortunately, because it doesn’t make me any money… But it’s an area that I get to make an immediate impact in people just by taking an immensely stressful, confusing, and intimidating topic and break down those barriers to be able to empower the audience to make a really confident decision on how to handle them.”
Your mission is to foster financial confidence in your clients’ lives. What are some best practices you have established to do this successfully?
Keep things small. I’ve found [at least for my clients] that it’s rarely the technical complexity that I provide that makes them wealthy or not. It’s that by working with me, we execute whatever needs to be done, and since I [intentionally] keep a small practice, they can trust me to proactively seek out their best opportunities. Delivering effective planning & execution to each of these clients – with whom I have such a close-knit relationship – makes my work incredibly rewarding.
Any “must do” tips for success? How did you find a way to standout?
Authenticity and a clearly understood mission. You aren’t going to be the right advisor for every client, nor do you want to be. It’s up to you to understand who is your ideal client, and that’s nearly impossible without a clearly defined (and understood) mission. Why are you even in this career in the first place? What’s your definition of “fulfillment” with a client? And to whom does that even apply? If you can answer those questions, you’ll have a leg up towards your definition of success (financial or otherwise). And at the end of the day, I believe authenticity is key. There is no magic formula for our business – when it comes to client-interactions, fee models, personality, or often times even client solutions. If whatever message you’re communicating is coming from the authentic “you,” chances are it has a much better likelihood of being received – and therefore successful for both you and your client.
Outside of the office, what do you love to do?
My time is spent outdoors. I’m an avid backpacker and rock-climber with a few accomplishments of which I’m pretty proud – most recently Rim-to-Rim-to-Rim of the Grand Canyon in just under 31 hours (though that was actually pretty humbling).