Tag: Family Values
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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Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)

Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)

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Can a background in medicine and microbiology revolutionize financial advising?

Discover the remarkable transformation of Matthew Finley, CFP®, Partner & Senior Financial Advisor at Perspective 6 Group. From an aspiring doctor to a successful financial advisor, this is a fascinating episode of The MedTech Wealth Advisor Podcast. Join our host, Matt Nelson as he dives into Matthew’s unique journey, highlighting how personal values and pivotal life decisions can profoundly shape one’s career in financial management.

Key Highlights:

  • Pivotal Career Shift: Dive into Matthew’s decision to move from aspiring doctor to financial advisor, a choice influenced by his quest for work-life harmony
  • Early Inspirations: Discover how Matthew’s grandfather, an astute investor, ignited his passion for finance
  • Diverse Career Journey: Trace Matthews’s path from microbiology research to thriving in the dynamic world of business finance and eventually finding his calling in financial advising
  • Resilience During Financial Crisis: Learn about Matthew’s strategic approach to financial advising during challenging times, including the 2008 recession and recent economic fluctuations
  • Empathetic Client Relationships: Understand how Matthew’s background enables him to relate to clients seeking honest and compassionate financial advice
  • The Man Behind the Advisor: Peek into Matthew’s personal life, from his achievements in distance running to cherishing moments with his family and the great outdoors
  • Wisdom for Aspiring Advisors: Listen to Matthew’s insights on pursuing a financial career passionately while maintaining a balance with personal life
  • And much more!

 

Looking Ahead: 

Gear up for an inspiring conversation on the Perspective 6 Group investment philosophy in the next episode, where Matthew and Matt will share how diverse life experiences enrich financial decision-making and strategy formation.

 

Resources:

  • Do you have a topic you’d like to learn more about on this podcast? Send us an email at mwapodcast@focusfinancial.com to let us know. We look forward to hearing from you!

Connect with Matt Nelson:  

Connect with Matthew Finley:  

Connect with Perspective 6 Group:      

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