A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

Episode notes

In this episode of The Active Advisor podcast, hosts Bryan Moore and JR Shields , CETF, of Harbor Capital are joined by Taylor Nissi , CFP ®, CTLC®, Partner at Pleasant Street Wealth Advisors , a family-owned financial planning and wealth management company. The conversation cuts across multiple financial and wealth management touchpoints. Join them as they discuss: Benefits of independent wealth management companies The client persona at PSWA Key attributes of successful financial planners Tips for financial planners wanting to go independent Share advice for upcoming financial management professionals Taylor Nissi is Partner at Pleasant Street Wealth Advisors . Taylor is a Certified Financial PlannerTM who focuses on providing high-impact advice and guidance to individuals, businesses, and families. If you enjoyed this episode, make sure to subscribe, rate, and review us on Apple Podcasts, Spotify, and Google Podcasts. Instructions on how to do this are here .