“5 Things to Look For When Hiring a Financial Advisor”, with Nick Kolbenschlag and Tyler Gallagher

Tyler Gallagher
Nov 26 · 10 min read

What licenses do you have and how do I know which hat you’re wearing when advice is delivered? Financial Advisor has become an all-encompassing term in the financial advice world, so it’s difficult to distinguish who you are actually working with.

I had the pleasure of interviewing Nick Kolbenschlag. Nick is the Managing Partner of Charlotte, NC based Crown Wealth Group, a fully independent firm providing Personal CFO, single point of contact advice and execution to successful individuals, families and business owners. With 12 years of experience being a holistic advisor, planner and consultant, Nick has been recognized as an expert in his industry, most recently being featured in Business Insider and Advisors Magazine. Nick spends his free time traveling with his wife, Jessie, golfing and supporting the National MS Society. Learn more about Nick and Crown Wealth Group at www.crownwealthgroup.com


Authority Magazine

Leadership Lessons from Authorities in Business, Film, Sports and Tech. Authority Mag is devoted primarily to sharing interesting feature interviews of people who are authorities in their industry. We use interviews to draw out stories that are both empowering and actionable.

Tyler Gallagher

Written by

CEO and Founder of Regal Assets

Authority Magazine

Leadership Lessons from Authorities in Business, Film, Sports and Tech. Authority Mag is devoted primarily to sharing interesting feature interviews of people who are authorities in their industry. We use interviews to draw out stories that are both empowering and actionable.

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