It’s really fun working on Nectarine because I DEEPLY care about the purpose of the business. Before Nectarine it was SO HARD to feel good about finding a financial advisor. Even the term “financial advisor” can feel icky. It evokes an image of some guy in a cheap suit trying to push complicated financial products on you. Probably because that’s still what happens most of the time you walk into a financial advisor’s office. But at Nectarine we got RID of all those conflicts of interest that make the experience feel gross. Nectarine advisors don’t sell any products, earn any commissions, or even manage your money. Instead they simply offer their expertise to help you.

The difference for clients is stunning. Instead of the salesperson trying to steer the conversation toward purchasing whatever earns them the most commission, Nectarine advisors listen to your questions and use their expertise to make a specific plan to help you. Their only incentive is giving you the best advice (and maybe earning a good review and a return client next time you need some help).

I also love that this team just does the RIGHT thing. Just YESTERDAY someone wrote in with a question about our “Ongoing” service. They asked if it was a quarterly or annual contract, and what are the various cancellation fees if you cancel. I would have loved to give them the good news, but before I could, Vivi responded and told them that there are no cancellation fees, and better yet, if you cancel mid-quarter you’ll get a prorated refund for the time you didn’t use. It feels really good to just do the right thing for the client, instead of spending our effort dreaming up ways to dick over your customers.

As always, reminding you to build wealth by following the two PFC rules: 1.) Live below your means and 2.) Invest early and often.

-Jeremy

Quick disclaimer: The endorsements displayed in this post have been provided by clients who have completed an engagement through Nectarine. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences. Please refer to hellonectarine.com for all relevant disclosures.