Description

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