The Transformation Into Perspective 6 Group (Ep. 2) episode artwork

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

NOW PLAYING

The Transformation Into Perspective 6 Group (Ep. 2)

0:00 20:15

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The MedTech Wealth Advisor Podcast?

This episode is 20 minutes long.

When was this The MedTech Wealth Advisor Podcast episode published?

This episode was published on October 26, 2023.

What is this episode about?

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...

Can I download this The MedTech Wealth Advisor Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!