Planner Pulse 001: Matthew Ross [Part 1] — Independent advice, smart clients, face to face relationships and referrals

I chat with Matthew Ross who is a fiercely independent financial adviser and the owner of Roskow Independent Advisory, which has offices in Melbourne and Brisbane.

This is part one of a two part series.

Listen and learn

In this episode you'll discover:

  • How Matthew got started in financial planning — how he was on the right path, got distracted, and found his way back

  • The impact a good mentor can have

  • How Matthew charges — using a pure fee for service model

  • The long-term view he takes to building relationships with his ideal clients (who are "smarter than the average bear")

  • How he attracts clients to his business

  • What he thinks about social media

  • The power of building face to face relationships

  • The script Matthew uses to ask for referrals

We are stubborn about it being independent. We are stubborn about it being pure and transparent.
— Matthew Ross