In this episode of the SBCN Small Biz Podcast, host Linda Ockwell-Jenner chats with Nigel Goetz, a wealth advisor at IG Wealth who specializes in retirement income planning. He shares his career path from small family businesses to financial services and explains how he helps clients visualize their end goals and build personalized financial plans. Nigel discusses his three-meeting client process, the importance of building trust over time, and offers advice for young people entering the field: be social, set measurable goals, and maintain humility about your sales skills.