For AdvisorHub, Holt Hackney interviewed Kimberly R. Nelson, an advisor at Coastal Bridge Advisors, on the factors behind her success, and what makes her practice unique. Nelson was ranked #5 on AdvisorHub’s Top 100 RIAs to Watch List and credits her success to using empathy to understand the emotions that are driving the behaviors and actions of her clients. 

Nelson is an empath which means she can intuitively empathize with her wealthy clients. Despite having wealth, her clients still face the same challenges as others along with additional complications. 

Empathy helps her connect with her clients and provides support and resources when it’s needed most. She’s also pioneered serving female clients after divorce who may find themselves with a windfall but no professional network to help them manage this money. 

In terms of her investing philosophy, she believes that quality assets will provide value to a portfolio and outperform in the long-term. She believes that her job is to ‘shepherd’ her clients through periods of volatility and recommends diversified asset allocation and a well-constructed financial plan that reflect the needs and concerns of the clients. 

Finsum: Kimberly R. Nelson is an empath, and she attributes this to her success as a financial advisor.