Real Expertise
Real Application

Helping Financial Advisors, Wealth Management Firms, Product Distribution Firms, and Financial Institutions lead with greater intent

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Applied Experience & Expertise

Speaking

Whether you're an industry conference leader, product distributor, or tech firm looking for a speaker who inspires and resonates, I can deliver.

HolistiPractice

You became an advisor to make a difference in clients’ lives and to create a great life for yourself. It’s time to align your practice with that vision.

Consulting

Whether you're navigating leadership transitions, evaluating team roles, or seeking deeper integration across lines of business, I bring an informed, strategic lens and a clear execution path.

Meet Cindy Nagel, CFP®, ABFP®

As a financial advisor turned strategist and speaker, Cindy partners with firms and professionals across the wealth management industry to help them elevate their client experience, streamline their internal processes, and navigate complex transitions with clarity and confidence.

For financial institutions reevaluating their investment program, or successful advisors seeking to fine-tune their communication and business strategy, she brings decades of experience and insights that move the needle.

30+ years in financial services

Coached hundreds of advisors

Built and sold an independent practice

What others are saying

Cindy just gets it.

That secret sauce—whatever she has—gave me the confidence that she was somebody who could really help.

Financial Advisor

It is an honor to work with Cindy.

There are few people you will come across who have the knowledge, passion, ethics and desire to win as Cindy does.

  • Product Distributor

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2025 Cindy Nagel
All Rights Reserved.

Interested in Learning More?

Let’s have a 15-minute discovery call to see what would serve you best.