#42 The Wealth Management Playbook w/ Mathew Filik, Certified Financial Planner, Clear Focus, LLC
Ultra High Net Worth Clients with Chris Brodhead
English - April 22, 2024 14:00 - 47 minutes - 49.8 MBFilm Interviews TV & Film Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Mattew Filik (https://www.clearfocusfinancial.com/), is a certified financial planner from Clear Focus LLC. Matt shares his journey in the financial advisory field, starting in 2009, building a team, and managing $300 million in assets. The discussion covers the importance of celebrating milestones, offering a diversified service model, and maintaining a team approach to manage client relationships and expectations.
In this episode, Chris and Matt discuss:
1. Strategies for calming clients
2. Significance of the advisor-client relationship
3. Adapting to clients' evolving interest
4. The Future Shift in Wealth Management Preferences
LinkedIn: https://www.linkedin.com/in/matthewfilik/
Website: https://www.clearfocusfinancial.com/
Books Mentioned:
https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.