Month: May 2024
Jacob’s Journey: Building a Foundation on Integrity and Family Values (Ep. 16)

Jacob’s Journey: Building a Foundation on Integrity and Family Values (Ep. 16)

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What drives a financial planner to focus on factors beyond the numbers?

In this week’s dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP®, AIF®, ECA welcomes Jacob LaRue, CFP®, a pivotal team member whose personal and professional journey offers a unique perspective on the financial planning landscape. Growing up in a Chicago suburb, Jacob’s early life lessons in integrity, teamwork, and diligence have deeply influenced his financial advisory approach.

Key Highlights:

  • Values at the Core: Reflecting on his family’s entrepreneurial background, Jacob explains how these moral and ethical standards have become the cornerstone of his professional life
  • Educational and Career Evolution: Jacob traces his journey from an aspiring baseball player to a dedicated financial planner, emphasizing the critical courses and extracurriculars at Western Kentucky University that shaped his path
  • Focus on Clients: Jacob details his commitment to ethical, client-oriented advising, shaped by handling diverse client situations and focusing on personalized financial plans
  • Empathetic Advising: He stresses the importance of recognizing clients’ backgrounds and motivations, blending analytical skills with empathy to tailor advice effectively
  • Life Beyond Numbers: Jacob shares personal stories, including how he met his wife in a financial planning class, illustrating how personal and professional lives intertwine
  • Resilience in Practice: Sharing a mantra from his baseball days, Jacob highlights the role of resilience and optimism in overcoming professional challenges

Explore these insights and more to understand the profound impact of personal values and professional integrity in the world of financial planning.

 

Resources:

Connect with Matt Nelson:    

Connect with Jacob LaRue: 

Connect with Perspective 6 Group:       

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Being Radically Different with MedTech Entrepreneur, Omar Khateeb (Ep. 15)

Being Radically Different with MedTech Entrepreneur, Omar Khateeb (Ep. 15)

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What does it take to transform an industry?

Matt Nelson, CFP® explores the meaningful world of MedTech innovation with Omar Khateeb, a pioneering entrepreneur in the medical device industry. From his beginnings as a medical student to founding a consulting firm that drives digital marketing strategies for MedTech startups. Omar’s journey is a testament to the power of entrepreneurial spirit and risk-taking. Learn innovative approaches to setting new industry standards and tips to enhance market engagement.

Key Highlights:

  • From Academics to Entrepreneurship: Omar shares his pivotal shift from medical studies to revolutionizing MedTech sales
  • Revolutionizing Marketing: Learn how Omar’s advanced digital marketing rejuvenates MedTech startup sales
  • Navigating Entrepreneurial Challenges: Discover how Omar overcame startup challenges with limited resources and resilience
  • Strategic Innovation: How using risks as opportunities to carve niches in untapped markets
  • Scaling Impact: Omar emphasizes solving big problems to amplify industry impact
  • Digital Networking: Explore how LinkedIn enhances visibility and builds connections in MedTech
  • And much more!

 

Resources:

Connect with Matt Nelson:    

Connect with Perspective 6 Group:       

About Omar M. Khateeb: 

Omar M. Khateeb started a company with one mission: change how MedTech companies sell and market to physicians. That starts with teaching how to persuade at scale and drive product adoption using social media. He’s not a guru and he doesn’t have a grand theory. Instead, there’s vision backed by experience and research. Omar knows how to do it because he’s done it, so he can show you how.

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