The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast


The Transformation Into Perspective 6 Group (Ep. 2)

October 26, 2023

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:


Connect with Matthew Nelson: 


Connect with Perspective 6 Group: