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Rob Oliver talks with Gabe Nelson about how to utilize a financial advisor in this episode of the Learning from Smart People Podcast. Gabe specializes in helping entrepreneurs and solopreneurs understand finances and set themselves up to live the life they want. In addition to being a financial advisor, he is a father and husband. Throughout this episode, he talks about how to build a relationship with your financial advisor and the benefits that come with that relationship both personally and professionally.

Here are some of the topics covered as Gabe Nelson and Rob Oliver talk about how to utilize a financial advisor:

\\xb7 How a financial advisor can help you achieve Freedom!
\\n\\xb7 Gabe\\u2019s business is all about relationships, that keeps it from being boring
\\n\\xb7 Your financial advisor is a guide on the business journey
\\n\\xb7 Sometimes, people need help to figure out what their actual goals are
\\n\\xb7 It starts with a \\u201cvision for life\\u201d
\\n\\xb7 Once you determine where you want to go with your life, you can get it organized to layout the path to that destination
\\n\\xb7 Take an opportunity to slow down and think about your business and your life
\\n\\xb7 If you are just getting by, take a look at your expenses and your rates
\\n\\xb7 All you need to have to start a relationship with a financial advisor is an idea of where you want to go
\\n\\xb7 It is about building the \\u201cknow, like, trust\\u201d factor
\\n\\xb7 COVID has provided an opportunity for many creative people to pursue their passion
\\n\\xb7 Adversity is opportunity in disguise
\\n\\xb7 Using a \\u201cLife Wheel\\u201d to determine where you are and where you want to go
\\n\\xb7 It is imperative to have a purpose with everything you do
\\n\\xb7 Utilizing a \\u201cdefined benefit plan\\u201d
\\n\\xb7 The client is ultimately the one in charge of steering where things go
\\n\\xb7 A financial advisor can also provide input on your business structure and organization

You can find out more about Gabe Nelson and his book through his website and social media links below:

Website: https://www.gabenelsonfinancial.com/
\\nWebsite: http://solopreneurmoney.com
\\nAmazon: https://www.amazon.com/Solopreneurs-Money-Manifesto-Master-Finances-ebook/dp/B09NS1ZG5P
\\nLinkedIn: https://www.linkedin.com/in/gabenelsoncfp/

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