Clients First – Matt Medeiros of The Institute for Wealth Management

Matt Medeiros, the CEO of The Institute for Wealth Management, grew his company's revenue from $3.5 million in 2014 to $5.6 million in 2017, a 59% increase, and to around $8 million in 2018.   The Institute for Wealth Management is a provider of registered investment advisory services.   In this interview with Eversprint's Malcolm Lui, Matt shares how he and his team accelerated their high value sales by:   Capitalizing on the secular trend of advisors going independent.  Creating financial products that the needs of their clients better than what the wirehouses can offer.  Selectively hiring advisors who have the same "putting clients first" culture, beliefs and philosophy as they do.