Establishing Your Balancing Act

Subscribe to this podcast on:

About the Episode:

"Don't be afraid to change things. Our business changes, we change. If it's not working, change it up." – Steve Nearman

From a wire house to the independent space, Steve Nearman of Nearman Financial Consulting has experienced a lot in his over 30 years in the financial services industry. Don’t miss this episode of Cambridge Stronger as Steve shares how the challenges he’s had to overcome throughout his career have equipped him to run his own independent business. He also highlights how he’s managed to grow his firm over the years and what he believes is the key to attracting and onboarding new clients. Finally, Steve explains how he stays active in his community through the gift of hockey, from which he was named a 2022 and 2023 Invest in Others Honorable Mention.

Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success. Cambridge Investment Research, Inc. Member FINRA/SIPC