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’.

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.

Resources In Today's Episode:

Recommended Podcast

Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]

Perfecting the prospect process.

See More

Prospecting and Pregame Strategies

Setting the stage for positive meetings.

See More

Prospecting That Works for Advisors

Consistent marketing and identifying the ‘right-fit’ clients.

See More

Contact Us