Nancy D. Butler, CFP®, CDFA®, CLTC®, CSA®
National professional speaker, Award-winning author, Three year Delegate to The United Nations, 35+ years as a small business owner at Above All Else, Success in Life and Business®
Professional Training and Coaching
Waterford, CT, USA
Biography
Nancy D. Butler, CFP®, CDFA®, CLTC®, CSA® built a financial planning and asset management business from scratch as a single parent with no other source of income and $2,000 to her name, to $200 million in assets under management.
After selling the business, she coached financial advisory practices for 13 years assisting them in providing a higher level of service for their clients while increasing their businesses an average of 300%.
Nancy is an international professional motivational speaker and award-winning author with over 40 years of experience managing businesses and helping individuals live happier more successful lives.
Nancy was appointed a delegate to The United Nations for The Commission on The Status of Women in 2018, 2019 and 2020, attending sessions at the UN with approx.10,000 women from all over the world coming together to share challenges and solutions to overcome them. Nancy continues her work with them today.
Nancy has been quoted in many local and national publications, including Money magazine, USA Today, Forbes, US News and World Report, The National Business Institute, The New England Real Estate Journal, The Financial Planning Association magazine, AARP, The Chicago Tribune, The Day and many more.
She has been a speaker for major corporations, the military, schools and associations in a variety of industries such as Pfizer, General Dynamics, Dow Chemical, Ameriprise Financial, Northeast Utilities, Chambers of Commerce, Real Estate firms, Academy of Dental Management Consultants, Connecticut Floral Assoc., Three Rivers College, Stone Academy, Event Planners Assoc., US Navy, US Coast Guard, Air National Guard and many others.
Passion
I am passionate about helping others reach a level of success in their business and personal lives they have not yet been able to achieve.
Featured Video
I am willing to travel
More than 100 miles
When it comes to payments
I generally get paid for speaking but make exceptions
Topics
Best Story
I will always remember one of my first clients because of the impact I was able to have on his entire family and therefore the impact it had on me. It is also one of the main things that kept me going and made me really want to make this business work.
The client and his wife were in their 80s. They had not seen their children in many years because they lived across the country and neither the client or their children cold afford the trip. After helping them restructure their finances, I was able to double their income. A year later I receive a letter from the client saying he and his wife had gone to see their children and many of their grandchildren they had never seen before. One week after they returned home, his wife died. He said in his letter to me they would never have seen their family before she died if it wasn’t for me, and he and his entire family wanted to thank me.
That story became one of the main reasons I love the financial services industry. When we do it right, we make such a difference in our clients' lives which is far reaching to the people around them as well.
Origin Story
Having just moved 70 miles, a newly divorced single parent of two daughters, with no money and starting a business in an area I knew nothing about, it was important to me to show my daughters that anything is possible if you work hard, are ethical and care about others.