Last Updated on February 15, 2024 by Connor Prendergast
In This Episode
How does a latecomer to financial advice generate leads from her cooking show? That’s the curious case of Shelley Nadel, CFP. She is the founder of Financial Success Strategies and Food and Finance.
What makes Shelley so interesting to me is that she’s combined 2 passions, food and finance, into a television-quality show that includes location shoots like Barcelona and Marrakesh Morroco and it’s filmed on an iPhone.
So today we’ll talk about how she got started in video and media. And How she got so comfortable on camera.
I really enjoyed talking to Shelley. She is a bundle of energy and connects with people like she is your next-door neighbor.
We also talk about How she got the idea for food and finance and How it‘s become the only lead source she needs. She also shares some insight on how any advisor could create a unique media presence of their own.
Shelley Nadel, founder of Financial Success Strategies and Food and Finance
Resources Mentioned In This Episode:
Find Shelley at:
Examples from Shelley’s media journey
Live from Morocco
Shot live in Barcelona
And the Kosher Chicken Pot Pie recipe that started it all. Shelley suggests you substitute fresh green beans and celery and fresh carrots for the frozen stuff and she adds twice the chicken.
Shelley Leavitt Nadel, CFP®, CLTC®, LUTCF,is an independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™practitioner affiliated withthe Csenge Advisory Group and Radian Partners and does business under the name FinancialSuccess Strategies. Her firm offers comprehensive financial planning services, including client-specific strategies for:investments, retirement, insurance, tax minimization, business succession, and estate planning. She has specialties in long-term care planning, insurance strategies, and financial strategies for the unique circumstances of same sex or unmarried heterosexual couples.
Services available from Financial Success Strategies include personalized financial coaching, robust financial plans, fee-based investment management, and risk management through insurance products. Mrs. Nadel also is available toconduct financial literacy seminars for employee networks, community organizations, and informal gatherings of friendsand colleagues who have questions about their personal finances.Her specialized expertise includes demystifyingMedicare and Medicaid in relation to planning for extended care needs.
Mrs. Nadel is passionate about giving clients candid and straight-talking advice about how to lead a successful financial life and putting the min control of their money rather than there verse. Most of her clients are executives and senior managers who are too busy taking care of everyone else to make their own finances a priority. Mrs. Nadel’s practice focuses on guiding her clients to apply the same excellence to their personal finances that they employ every day in their work environment. This integrated approach can be extremely valuable for busy professionals who see the benefits of linking all their financial planning needs into one coordinated strategy and who appreciate the advice of a trusted fiduciary who always puts their best interests first.
In late 2021, Mrs. Nadel launched a Financial Literacy initiative calledFood and Finance with Shelley(www.FoodandFinancewithShelley.com). Her goal is to use this unique platform, which pairs cooking and financial tips, to help businesses provide financial literacy and wellness to their employees.
Mrs. Nadel likes to say that volunteering is in her DNA, and she has participated in nonprofit organizations in her community for over 40 years. Past leadership roles include Chair of the Greater Houston Partnership’s Women’sBusiness Alliance, Board member and Mentor of the Women’s Energy Network; for WEN she also served as their 20th Anniversary Chair. She has served as an Apple Corps Adult Leader for the Houston Food Bank and PTO President for theEnergy Institute High School in Houston and was declared a “Women to Watch” by the Houston Business Journal in2017.She serves as the 2021-2023 Co-President for the Houston Chapter of Ellevate, a national network focused onhelping women lead and advocate in their communities; previously, she was the Chair of the Ellevate Houston Fifth Anniversary Luncheon in 2019 and the Co-Content Lead for 2020.
Mrs. Nadel is a native Houstonian. She graduated from St. John’s in Houston, earned her Bachelor of Arts from Dartmouth College, and has a Master of Public Affairs from the University of Texas. She has three successful young adult children and has been married to David, an engineer, for 31 years and counting.