Today we welcome Matthew Jarvis. Matthew built a wildly successful financial advisory firm based out of Seattle. In fact, he recently sold his practice for an 8 figure sum. Outside of his firm, Matthew runs the Perfect RIA podcast, is a published author, and coaches other financial advisors on how to run effective practices.

We talk about the very untraditional paths that Matthew has navigated and why it's so important to be intentional with your choices.

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned. Click here to get started.