Nina O'Neal has contributed to and written articles for various national media publications. She is also regularly sought out as an industry participant in think tanks and other events to continue to shape the future of the financial services industry. Below is media, articles, and events in which she has been featured.
NINA O'NEAL FEATURED ON CNBC
May 2020 - Nina O'Neal was featured on CNBC where she shared advice and education on portfolios, taxes, annuities, retirement, and more. The segment can be viewed below and Nina will appear around the 20 minute mark.
NINA O'NEAL'S WEALTH/STACK CONFERENCE PANEL IS COVERED BY CNBC
September 2019 - Nina O’Neal spoke to more than 700 colleagues in Scottsdale, AZ at the sold out, standing room only Wealth/Stack conference sharing useful tips and best practices for using social media to connect with and grow your clientele.
NINA O'NEAL JOINS MICHAEL KITCES ON HIS PODCAST, #FASUCCESS EPISODE 136 TITLED " LEVERAGING RISK TOLERANCE AND FINANCIAL PLANNING SOFTWARE UPFRONT TO DEEPEN CONVERSATIONS WITH PROSPECTS"
August 2019 - Nina O'Neal joins Michael Kitces on his podcast, discussing a broad range of topics including but not limited to how we prospect with Riskalyze & eMoney Advisor, how Nina sees herself as an "accidental advisor", investment firm's beneficial relationship with Triad Advisors, the creation of #TheJuggleIsReal and finally, the story of how Female Advisor Network was created. Listen using link below!
NINA O'NEAL IS A GUEST ON Adam Cmejla, CFP 's PODCAST 20/20 WITH MONEY
July 2019 - Listen to Nina O'Neal share insights on 1031's and DST investing on this episode titled "1031's and DST's: Tax and Investment Considerations When Selling Commercial Real Estate"
check out OUR website on the subject for more info at www.aimnc1031.com.
NINA O'NEAL IS A GUEST ON EPISODE 74 OF TIM MULLOOLY'S PODCAST "LIVING WITH MONEY"
June 2019 - Nina O'Neal discusses with Tim her history with money, her firm's process, the story of the newly created Female Advisor Network, about the Juggle Is Real video series and more.
IN CITYWIREUSA'S "HASHTAG HEROS: TEN RIAS TO FOLLOW ON TWITTER" ARTICLE, NINA O'NEAL WAS RECOGNIZED AS ONE OF THE TEN ACROSS THE INDUSTRY
June 2019 - In conjunction with Twitter celebrating its 13th birthday next month, CITYWIRE USA pulled 10 tweeting RIA's that are bona fide must follow, with Nina O'Neal being of the ten
NINA O'NEAL QUOTED IN INVESTMENTNEWS ARTICLE TITLED " THE FUTURE OF THE BUSINESS IS CLEAR: IT'S ADVICE NOT INVESTING"
June 2019 - 40 Under 40 Alumni discuss where they see the profession heading. Nina O'Neal discussing rethinking fees for the future.
NINA O'NEAL QUOTED IN INVESTMENTNEWS ARTICLE TITLED " BETTERMENT FOR ADVISORS DEBUTS PAPERLESS ACATS SYSTEMS"
June 2019 - Betterment, a digital advice company is making the automated customer account transfer service completely paperless for financial advisors. See how Nina O'Neal feels this move is a big industry win
NINA O'NEAL QUOTED IN WEALTH MANAGEMENT.COM'S ARTICLE TITLED "LADENBURG SEES ADVISING OPPORTUNITY FOR SELF EMPLOYED INVESTORS"
MAY 2019 - Advisors at Ladenburg Thalman are testing out a new tax management platform. See what Nina O'Neal had to say as one of the Beta Test users.
WOMEN IN WEALTH: "JUGGLING YOUNG MOTHERHOOD AND A GROWING FIRM WAS DIFFICULT" FEATURING NINA O'NEAL IN CITYWIRE MAGAZINE
April 2019 - Courtney McQuade chats with Nina O'Neal, North Carolina-based RIA about the trials of building your own firm.
NINA O'NEAL QUOTED FOR CITYWIRE PUBLICATION FOLLOWING INAUGURAL RIA RETREAT
April 2019 - Nina O'Neal is featured in a CityWire article examining the direction RIA firms are planning to take in the coming year. She discusses what's in store for her firm and the operating style of her office.
NINA O'NEAL & ARCHER INVESTMENT MANAGEMENT CITED IN WEALTHMANAGEMENT.COM'S ARTICLE "WILL HAVING KIDS KILL YOUR ADVISORY CAREER?"
April 2019- Nina O'Neal's story amongst others is shared discussing the challenges each faced starting a family, in conjunction with continuing to build a career. Holistic team based practices, flexible work hours, support and cooperation from a respective partner or firm are some of the primary keys mentioned for women to successfully navigate this life milestone not only in the financial advisory business, but across all professions.
NINA O'NEAL STARS IN THE INVESTMENTNEWS SERIES " THE JUGGLE IS REAL"
April 2019 -"The Juggle is Real", a series following Nina O'Neal, a financial advisor, wife and mother to two young boys. This series follows her journey, shattering the image that no family is perfect and hopefully encouraging working parents to support each other. Tune in each week on InvestmentNews YouTube channel and on their Instagram @newsfromin
FINANCIAL PLANNING PUBLICATION "THIS ADVISOR SAYS THE INDUSTRY LACKS A COMMUNITY. HERE'S WHAT SHE'S DOING ABOUT IT" ANNOUNCES NINA O'NEALS NEWEST BUSINESS VENTURE
April 2019- Nina O'Neal's new organization, Female Advisor Network expected launch is announced in an overview story published by Financial Planning.
ALL ABOUT YOUR BENJAMINS THE PODCAST INVITED NINA O'NEAL ON THE MOST RECENT EPISODE AS A GUEST SPEAKER DISCUSSING ADVANCED PLANNING FOR ENTREPRENEURS AND BUSINESS OWNERS
March 2019- Nina O'Neal featured as a guest on fellow advisor and friend,Justin Castelli's most podcast "All About Your Benjamins".
FINANCIAL PLANNING MAGAZINE FEATURED AN ARTICLE WRITTEN BY NINA O'NEAL ON THE TOPIC OF DIVERSITY & INCLUSION WITHIN THE FINANCIAL SERVICES INDUSTRY
March 2019 - Financial Planning Magazine featured an article written by Nina O'Neal on the topic of diversity & inclusion within the financial services industry
WEALTH MANAGEMENT MAGAZINE FEATURED A TWEET PUBLISHED BY N'ONEAL ALONGSIDE OTHER INDUSTRY #FINTWITS
March 2019 - Nina O'Neal is cited among colleagues in a #fintwits article
CITYWIRE MAGAZINE PUBLISHED A PIECE TITLED " HIP-HOP AND HOUNDS: HOW RIA'S RELAX" FEATURING NINA O'NEAL AMONGST FIVE INDUSTRY COUNTERPARTS
March 2019 - Citywire Magazine article discusses how hard it is to detach from work but even the most dedicated execs are deserving. Nina O'Neal was polled among other RIA's communicating how she finds time & enjoys relaxing outside of the office.
REVERSE MORTGAGE DAILY WROTE A PIECE STEMMING FROM NINA ONEAL'S FINANCIAL PLANNING ARTICLE TITLED "HOW THE 'GIG ECONOMY' AFFECTS MODERN RETIREMENT PLANNING"
January 2019 - Reporter Chris Clow at Reverse Mortgage Daily wrote a piece stemming from Nina’s last Financial Planning article titled, “How the ‘Gig Economy’ Affects Modern Retirement Planning”citing the anecdote she shared and her thoughts about how the traditional approach may not work and needs to be broadened.
TOP 10 WMTODAY POSTS FROM 2018
December 2018 - In Wealth Management Today, Nina O'Neal is referenced as the most viewed articles in 2018 are recapped
STUDY GROUP: PUTTING SOCIAL MEDIA TO WORK FOR YOUR RIA
November 2018- Nina O'Neal weighs in with among industry executives to tell us how they use digital networks to boost their businesses.
NINA O'NEAL WEIGHS IN ON HOW BUSINESS IS FACING DOWN HURRICANE FLORENCE
September 2018 - In Financial Planning Magazine, Nina O'Neal discusses preparation measures for Hurricane Florence
NINA O'NEAL SHARES WAYS THE FINANCIAL SERVICES INDUSTRY CAN ATTRACT AND RETAIN MORE FEMALE ADVISORS
November 2018 - In Investment News, Nina O'Neal shares ways we can attract and retain more female advisors
NINA O'NEAL GIVES HER THOUGHTS ON HOW THE GIG ECONOMY IS CHANGING RETIREMENT PLANNING
NOVEMBER 2018 - Nina gives her opinion in Financial Planning on how the gig economy is changing retirement panning.
NINA O'NEAL CONTRIBUTES TO TECHNOLOGY DISCUSSION IN FINANCIAL ADVISOR MAGAZINE
May 2018 - Nina O'Neal contributes to the discussion in Financial Advisor magazine on how new technology utilization can benefit clients