Nick George, CFP®, IWA®

Inquirer
DISC Type : cd

Founder & CERTIFIED FINANCIAL PLANNER® at ClearMind Capital

Columbus, Ohio, United States

Overview

Nick George is the Founder and a CERTIFIED FINANCIAL PLANNER® at ClearMind Capital, a fee-only firm in Columbus, OH. He specializes in retirement and investment planning for savers in their 50s and 60s, focusing on helping them retire without regret. He holds a Business Administration degree from Ohio University.

Outside of work, Nick is an avid writer and designer of both business ideas and home spaces. He enjoys adventuring with his golden doodle, Ollie, and is currently attempting to learn piano. He values simple pleasures, like watching the sunrise, and is deeply family-oriented.

He is a founding member of the Integrative Wealth Advisor™ program, a movement to create a more human-centered approach to financial planning.

Personality Overview

Hard To Convince

ROI Conscious

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Integrative Wealth Planning
As a founding member of the IWA program, he helps clients align financial decisions with their identity, values, and life vision, moving beyond traditional planning.
Financial Philosophy
His writing explores the deeper meaning behind wealth, focusing on concepts like intentionality, balance, and finding joy in small moments rather than just on major milestones.
Human-Centered Advice
He founded his firm to put people before performance metrics, creating a space for clients to feel seen and supported through major life and financial decisions.

Media Appearances

Nick has no verified media appearances

Work History

1-2025
Founder & CERTIFIED FINANCIAL PLANNER® at ClearMind Capital
3-2023 - 1-2025
Private Wealth Lead Advisor at Northwestern Mutual
1-2022 - 6-2023
Associate Wealth Management Advisor at Northwestern Mutual
5-2021 - 1-2022
Financial Advisor at Strategic Retirement Partners
12-2019 - 5-2021
Financial Advisor at Cetera Financial Group

Education

2014 - 2018
Bachelor of Business Adminstration from Ohio University
2014 - 2018
Certificate from Ohio University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Columbus, Ohio, United States Job Level : Leadership Designation : Founder & CERTIFIED FINANCIAL PLANNER® at ClearMind Capital
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Insights For Selling To Nick

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nick is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Nick

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Nick move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Nick take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Nick

Personality Compatibility


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