Planner Pulse 002: Matthew Ross [Part 2] — Three marketing strategies, PR, magic dust, growth, staffing challenges

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 two of a two part series.

Listen and learn

In this episode you'll discover:

  • How Matt got involved with Scott Pape

  • The three marketing strategies he's focusing on in 2014

  • Asking for and obtaining referrals

  • Empowering and educating trusted advisers

  • Building media relations

  • How an interview on the 7.30 Report a couple of years ago, still generates enquiries

  • The challenges of finding the right staff to support growth

  • Matt's must-read books

  • The importance of story and communication

  • Why getting your own licence is so important

I think a lot of it’s in the head of financial advisers that reckon people won’t pay fees, and they will.
— Matthew Ross