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