Nickelle Leist

Founding Member | Helping Financial Professionals Transform Their Lives and Businesses With Uncommon Strategies, Unique Marketing, And Next-Level Support.

Role
Managing Partner at Rethink Wealth
Location
Austin, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Nickelle Leist

Welcome to the Future of Financial Planning at Rethink WealthDive into a world where financial planning isn’t just about spreadsheets and percentages, it’s about breaking barriers and creating futures. We\'re here to guide you through a revolution in financial services, where clarity conquers complexity and innovative solutions are tailored to your unique aspirations. At Rethink Wealth we’re not just changing the game, we’re changing lives.We confront the challenges that plague the traditional financial industry head on. We see a world bogged down by draconian practices and convoluted strategies that serve the industry more than the client. Our goal is to disrupt this norm by fostering a culture of innovation, where creativity and practical solutions drive our approach to financial planning.We\'re creating an environment that nurtures not only professional growth but personal development. Our team is at the heart of our mission, they are the innovators, the thinkers, the dreamers who push boundaries and challenge conventional wisdom. Together, we believe we can transform the experience of financial planning, making it as empowering for the advisor as it is for the client.It\'s not just a workplace, it\'s a community where every advisor’s dream has the support to become a reality. We understand that to truly serve our clients, we must first serve our team, providing them with the tools, knowledge, and freedom they need to grow and succeed. Our strategy includes continuous education, mentorship programs, marketing you\'ve only seen in your dreams, and a supportive network that encourages taking risks and thinking outside the box.Our clients benefit from our holistic and uncommon approach to financial planning, which integrates their personal goals with innovative financial strategies. We\'re dedicated to building lasting relationships based on trust, integrity, and unmatched support.If you\'re an advisor weary of the status quo, or someone seeking a genuine, insightful partnership to navigate your financial journey, Rethink Wealth invites you to join our revolution. Let\'s collaborate to create solutions that not only meet but exceed expectations.

Experience

  1. Managing Partner

    Rethink Wealth

    Feb 2025 — Present

Education

  • Northern Michigan University

    Bachelor of Science (BS), Marketing

    2002 — 2006

Skills

  • Iras
  • Life Insurance
  • Disability Insurance
  • Small Business
  • Underwriting
  • Wealth
  • Long Term Care Insurance
  • 401k
  • Wealth Accumulation
  • Sales
  • Financial Planners
  • Certified Annuity Specialist
  • Long-Term Care
  • Retirement Planning
  • Financial Advisory
  • New Business Development
  • Business Development
  • Wealth Management
  • Employee Benefits
  • Retirement
  • Strategic Financial Planning
  • Start-Ups
  • Investments
  • Health Insurance
  • Brokers
  • Financial Planning
  • Whole Life
  • Critical Illness
  • Mutual Funds
  • Series 6
  • Insurance
  • Public Speaking
  • Estate Planning
  • Leadership
  • Term Life Insurance
  • Fixed Annuities
  • Life Insurance Licensed

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Nickelle Leist — Managing Partner at Rethink Wealth in Austin, TX, US | Unifers