#147 - Renting Your Brain: The Business of Advice-Only Planning with Kelly Nilsson
Why do some advisors thrive without managing assets? We talk with Kelly Nilsson, founder of Brava Financial, about building a planning-first, advice-only practice that focuses on real-life risk—not just market returns. With a background in insurance, Kelly believes households are more often disrupted by death, disability, or long-term care than by volatility, and her plans are built to handle those moments.
Kelly shares how she launched a virtual RIA, why project-based planning fuels her growth, and how clear scope, flat fees, and objective advice create better client outcomes. “Rent my…
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