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