2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)
In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review the year’s highlights for Perspective 6 Group. They discuss transformative client outcomes, tax-saving strategies, and tailored financial planning approaches. Packed with insights, this episode showcases the value of personalized advice in achieving long-term goals.
You’ll hear:
- Reflections on client achievements, including 256 review meetings, onboarding 11 new clients, and impactful case studies
- Effective tax strategies, such as reviewing 143 returns and executing $1.3 million in Roth IRA conversions to secure long-term benefits
- Estate planning triumphs, including designing strategies to shield millions from taxation for generational wealth
- Portfolio performance and market strategies, leading to strong returns and reduced internal fees for clients
- Team growth, innovation, and the use of technology to improve client experiences and streamline operations
- And more!
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