Tag: Client Relationships
2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)

2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)

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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!

Connect with Matt Nelson:    

Connect with Jacob LaRue:

Connect with Perspective 6 Group:       

Connect with Matthew Finley: 

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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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