Know My Plan

Helping clients maintain, build, & transfer their wealth to their loved ones or charities. Financial planning doesn't have to be overly complicated. You don't have to do it alone. I enjoy working with clients who want to build a financial plan together thru a deep understanding of your goals both while working, in retirement, and beyond.

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

CERTIFIED FINANCIAL PLANNER™

SunTrust Investment Services, Inc.

VP, Financial Advisor

Financial Advisor

Licensed Financial Sales Consultant 2

I’m a Financial Planner that helps Sales Executives reduce financial anxiety with a 1-Page Plan.

Phone:  704-243-9376 | Email:  nic@knowmyplan.com | Website:  www.knowmyplan.com

I design financial plans for busy executives and their families.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

You also want to reduce stress, save time, pursue your goals!

As a high earner, you deserve a customized plan to meet you and your family.  No more rules of thumb.  Your goals determine your financial plan, and your financial plan will determine your goals.

The financial plan is your life adventure map.  The plan will need to be monitored and adjusted over time.  That is why we love financial planning.  The process requires relationships built over years!

Securities offered through LPL Financial, Member FINRA/SIPC.  For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. 


Know My Plan is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Nic Nielsen, CFP®

Hyper Pony Studio

Owner

North Square Investments

Digital Marketing Consultant

FortéOne

Fractional CMO | Chief Marketing Officer

Ariel Investments

C.S. McKee

UX Collective

Contributing Writer

MAQTOOB

Digital Bootcamp

Instructor

The Simons Group

Senior Designer

👑 Web, Marketing, & Design Expert for Advisory and Consulting Firms 👑 Websites driven by marketing expertise 👉 hyperponystudio.com

👋 Hi I'm Manda!

Follow me and ring my 🔔 if you're in the financial services industry and want to learn more about:

👉 Marketing persuasion techniques 
👉 Writing copy that converts
👉 Attracting potential clients
👉 Turning those prospects into clients
👉 Professionally presenting your brand 
👉 Attracting your ideal clients
👉 Creating an EFFECTIVE website
👉 Establishing trust and building authority

🔻 🔻 🔻 Want to work together? 🔻 🔻 🔻

For advisory and investment firms:
🔹 Complete brand, website, & marketing overhauls
🔹 Ongoing marketing and fractional CMO services
🔹 Deep-dive website audits

For independent financial advisors:
🔹 Deep-dive website audits
🔹 Web and marketing flash audits
🔹 Ignite Your Site course coming soon!

Learn more, view samples of my work, or start your project at hyperponystudio.com!

👑
Hyper Pony Studio 
Digital marketing for the financial services industry

Manda Szewczyk

While everyone else is hurrying to add AI to their platforms, this is the message I received when I clicked the chat/help option on the app I use for my proposals:

"Don't worry, we don't use AI, bots or canned replies. Just 3 guys in different parts of the world ready to help you use Better Proposals."

What a relief! Thank you Better Proposals!!

 - - - - - - - - - - 

🤔 So what's the lesson here?

If you're doing something different (or something better) SAY IT.

Don't expect people to notice on their own.

 - - - - - - - - - - 

👋 Hi I'm Manda - I share Tiny Tweaks to help financial advisors improve their marketing and level-up their websites.

👑 Websites & Marketing Overhauls for Financial Advisors & RIAs 👉 Sharing digital marketing tips

I'm noticing some disturbing behavior on Linkedin.

I've been away for a while, and I'm longing for the days when all there was to complain about was pitch-slapping in the DMs.

Here are some new LI tactics that I'm NOT loving...

- - - - - - 

🙄 People selling their services in the comments section of my posts

Not just chiming in or offering anything useful, but literally saying, "These are the services I offer" – like a little ad in the comments. Most of them are other marketers or web designers.

Not cool.

- - - - - - 

🤨 Adding me to their email newsletter list just because I accepted their connection request

Um, I agreed to connect. Not subscribe! As soon as someone does this, I lose all trust in them and their business tactics.

Unsubscribe. Unfollow. Goodbye.

- - - - - - 

😡 Sending me calendar invites when we've never communicated before

This one is the WORST! I'm getting meetings on my calendar and in Zoom from people I've NEVER met!! Some of them are for webinars, some are demos, some are pitches – but NONE of them are with people I've ever met or talked to.

What the actual...???

- - - - - - 

I get it. Building a business is hard. But come on!!

Have you experienced any of this? Or is it just me?

Quick tip for anyone creating a video. 

Take a pause every now and then, look at the camera, and smile. 

Because at some point, someone is going to have to go through that video and find a nice screenshot to use as an overlay. 

And, if you never stopped to smile, you're not going to like the options.

- - - - - - - - - - - - - - 

🛼 Hi I'm Manda - I share Tiny Tweaks to help financial advisors improve their marketing and level-up their websites.

No alternative text description for this image

My least favorite part of Halloween? The commercials.

Even as an adult, ads for scary movies freak me out. 

As a kid? I'd have nightmares for weeks.

I don't like the images or the sounds – it messes with my nervous system.

And I'm sure I'm not the only one.

Why isn't there a law against showing ads for R-rated movies during G- or PG-rated programming?

I'd like to be able to opt out of the horror category in my streaming services too.

I know lots of people love those movies and that's great - but they're just not for me.

Anyone know who I can talk to about this?

- - - - - - - - - - 

BTW, my favorite part of Halloween? Half off candy the next day! I'm also a fan of toddlers dressed as Care Bears and older kids who make their own costumes. I always give extra candy for home-made creativity 🎃

What's your favorite/least favorite part of Halloween?

This is a rare post for the non-advisors who follow me.

One of my clients wrote a book, and for today, it's only 99 cents if you order the Kindle version. 

Here are some of the things you'll find inside:

👉 Why the “4 percent rule” and other retirement myths could be sabotaging your future

👉 The Three Tax Buckets strategy that gives you control over your retirement income

👉 How to create a “retirement paycheck” that feels like real income rather than raiding savings

👉 Dynamic Income Planning with guardrails that adapt as your life evolves

👉 Why most estate plans fail, especially after the SECURE Act, and how to fix yours

It's a book about retirement, written for people who want to do their best to avoid mistakes and set themselves up for success – and who don't enjoy reading financial novels. This one is short, actionable, and free of financial jargon. 

If it sounds interesting, search for "From Work to What’s Next: Designing a Life you Don’t Want to Retire From" on Amazon, and choose the Kindle version.

All three of these tweaks come from real samples I found on a professionally designed advisor website.

Take a look and let me know which is your favorite, and if you're planning to make any of these changes to your own site.

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🐙 Hi I'm Manda - I share Tiny Tweaks to help financial advisors improve their marketing and level-up their websites.

taplio

The Battle

Nic Nielsen, CFP®

Manda Szewczyk

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taplio

The Battle

Nic Nielsen, CFP®

Manda Szewczyk

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Manda Szewczyk's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreManda Szewczyk's LinkedIn Performance