Nelson Wood
An advisor with a family history in the industry dating back to 1888, who transitioned from working in sales to joining his family's business in insurance and financial planning.
Best podcasts with Nelson Wood
Ranked by the Snipd community
May 22, 2024 • 24min
124 Advisor Stories: Selling insurance makes selling planning easier with Nelson Wood
Advisor Nelson Wood, from a family legacy in the industry, discusses the value of not giving away planning services for free and the importance of insurance in comprehensive planning conversations. He shares his journey from sales to insurance and financial planning, highlighting the urgency of insurance in financial planning and the significance of asking the right questions to uncover client needs.
