EPISODE · Oct 26, 2023 · 20 MIN
The Transformation Into Perspective 6 Group (Ep. 2)
from The MedTech Wealth Advisor Podcast · host Perspective 6 Group
Ready for a different perspective on wealth? Dive in with Matthew Nelson as he unveils the journey of Perspective 6 Group from a solo practice to a powerhouse. Starting off as a lone wolf under Focus Financial, Matt survived the 2007-2009 financial crisis and grew by acquiring three financial practices. In 2021, the firm joined forces with Matt Finley to focus on role-specialization for elite client service. In this episode, Matt discusses How Matt catapulted his firm’s growth under the banner of Focus Financial What Perspective 6 Group’s formula is to help clients reach financial freedom How being an owner and board member at Focus Financial amplifies Matt’s impact Why Perspective 6 Group advocates for a cause-over-profit approach And more! Resources: Schedule A Free Vision Call Simon Sinek PEZ Dispenser Connect with Matthew Nelson: LinkedIn Instagram YouTube Connect with Perspective 6 Group: Perspective 6 Group Facebook LinkedIn
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The Transformation Into Perspective 6 Group (Ep. 2)
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