Finding the Right Firm, Fit, and Focus with Matt Stephens

Military to Financial Planner Podcast

Today on the podcast I’m joined by Matt Stephens from Willow Chute Financial. Matt has had a winding career path that has taken him to a variety of roles, firms, structures, and responsibilities. During his career in financial services, he has also served as an officer in the Army Reserves since 2008. In our discussion, we chat about the pros and cons of a variety of financial services compensation and service structures and how that factored into his career decisions.

Given the variety of structures as well as front and back office roles, I ask Matt about the traits he found for those that were successful in the variety of positions so you can better understand and find your best fit. Matt also shares about his special prospecting opportunities to network and receive referrals from CPAs as well as help clients solve very specific tax problems.

Lastly, we chat about the lessons learned along the way for other people looking for their first position in this profession or looking to chart their best path. Matt’s grit and determination helped him persevere through lots of challenges before he ultimately found his way to his current broker dealer and the best fit for him and his clients. Be sure to listen for the pearls of wisdom about the things to watch out for when evaluating different job opportunities and structures.

https://www.linkedin.com/in/mattstephens730/

https://www.willowchutefinancial.com/

Securities offered through Avantax Investment Services Inc. (member FINRA/SIPC). Investment advisory services offered through Avantax Advisory Services Inc.