Today we talk with Financial Planner Matt Cross. Matt has been in the profession for over 8 years and started his journey at St James’s Place head office. He then moved on to join a partner practice on a self-employed basis before eventually taking the leap and setting up his own partner practice.
Matt is a young Financial Adviser, and it was fantastic to get his view on the profession. We talk about his first few years as an adviser and he is very honest about his struggles, especially about client acquisition and how tough he found it. We chat about the different types of clients he’s had, how he builds long lasting relationships, the clients he loves to work with and the ones who are not the best fit for his business!
Also, keep listening to the end because Sam gives an amazing tip!
We hope you enjoy this episode today.
00:00:00 | Intro
00:02:06 | About Matt's journey
00:05:38 | Do feel like your clients open up to you on a deep level?
00:06:54 | Therapy training
00:08:34 | Vulnerable clients
00:10:40 | The realities of the sensitive situations
00:14:00 | Building lasting relationships with clients
00:22:23 | Finding your feet in the profession
00:31:09 | Buying clients
00:40:33 | Realities of setting up your own business
00:45:04 | About the clients Matt is working with
00:52:04 | Working with accountants and business owners
00:59:29 | Build and developing a business in a smart way
01:08:23 | Lower the bar at the early stages
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