Nick Bernardo, CFP®

Examiner
DISC Type : cs

Founder & CEO at OnBord

Harleysville, Pennsylvania, United States

Overview

Nick Bernardo is a CERTIFIED FINANCIAL PLANNER™ who serves as a Managing Partner and Family Wealth Advisor at WellFull. He is also the founder and CEO of OnBord, a fintech platform designed to streamline client onboarding for financial advisors. He holds a B. A. in Business Management from Juniata College.

Based on his time at Juniata College, it is likely he has an interest in athletics, as he was mentioned in connection with the mens volleyball team during his time there. No other public information is available regarding his personal hobbies or interests outside of his professional work.

He founded his own software company, OnBord, to solve the client onboarding and compliance challenges he faced as a wealth advisor.

Personality Overview

Status Quo Seeker

Late Adopter

Process Oriented

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Family Wealth Planning
As a Family Wealth Advisor, he frequently discusses topics like family business succession, inheritance, and providing financial support to children.
Advisor Technology (FinTech)
He founded OnBord, a tech platform to automate and simplify client onboarding, demonstrating a deep interest in solving industry challenges through technology.
Client Onboarding
His company, OnBord, directly addresses the challenges of paperwork and compliance when bringing on new clients or transitioning advisors.

Media Appearances

Nick has no verified media appearances

Work History

6-2020
Founder & CEO at OnBord
10-2018
General Partner at B Capital
6-2016
Managing Partner | Family Wealth Advisor at WellFull by Bernardo Wealth
1-2009 - 6-2016
Financial Advisor at Morgan Stanley
10-2006 - 1-2009
Financial Advisor at Merrill Lynch

Education

B.A. from Juniata College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Harleysville, Pennsylvania, United States Job Level : Leadership Designation : Founder & CEO at OnBord
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Insights For Selling To Nick

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nick is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Nick

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Nick move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Nick take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Nick

Personality Compatibility


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