THE PERFECT RIA
Click to Play

What You'll Learn In Today's Episode:

  • What the association to a lifestyle practice used to be.
  • The importance of knowing what you’re trying to build.
  • That there is more to a financial planning career than a W-2 employee or starting your own firm.
  • How the mastermind experience differs from conferences.
  • That you can have the ‘ideal life’.

What If You Can Transform Your Practice In 12 Months?

Make the first step and apply for your FREE Business Growth Session!

Apply Now!

If you’re good at what you do, it’s understandable that there can be endless opportunities available to you. On today’s episode, Matt is joined by Ben VerWys, the founder of Fiduciary Financial Advisors, to share his experience, from starting as a W-2 employee to building his own firm. Ben will share the gaps that he believes exist in the industry and that there’s a path to providing value to your clients while also living your ideal life.

Ideas Worth Sharing:

‘The world can be divided by two types of advisors, the ones who do the things they feel like they won’t be able to sleep at night if they don’t do someday and the ones who are content to continue on as is.’ - Ben VerWys Share on X ‘Regardless of where someone is at in your journey, rarely is at simple as you have in your mind.’ - Ben VerWys Share on X ‘You have to know what you’re building.’ - Ben VerWys Share on X

Resources In Today's Episode:

Recommended Podcast

Back By Popular Demand  [Episode 353]

It’s not what you know, it’s what you do.

See More

The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt

Creating a Community for Dads

See More

Process Over Guesswork: The Path to Master Prospecting [Episode 352]

“I was doing an objectively terrible job.”

See More

Contact Us