Nikki Savage

Nikki Savage, Senior Director at Sequoia Financial Group, focuses on enhancing client relationships through meaningful conversations and personalized experiences. She shares her journey of building authentic connections that improve retention and satisfaction. Nikki discusses the importance of aligning client needs with advisor strengths and re-educating clients on investments. She also highlights her initiatives to support women during financial transitions and the role of community in fostering growth. Her insights into navigating the male-dominated finance world are both inspiring and pragmatic.