Mattew Filik is a certified financial planner from Clear Focus LLC. Matt shares his journey in the financial advisory field, starting in 2009, building a team, and managing $300 million in assets. The discussion covers the importance of celebrating milestones, offering a diversified service model, and maintaining a team approach to manage client relationships and expectations.
In this episode, Chris and Matt discuss:
- Strategies for calming clients
- Significance of the advisor-client relationship
- Adapting to clients’ evolving interest
- The Future Shift in Wealth Management Preferences
Connect with Matt:
Facebook │ Instagram
Books Mentioned: https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
