Matt Pruitt, founder of Exhale Wealth Management, is back for his second appearance on the podcast, and his journey continues to impress. After leaving institutional investment management, Matt built a firm that’s thriving by serving tech workers with equity compensation. His business has seen remarkable growth in a short time, a testament to the power of a clear niche and strategic focus.

In this episode, Matt dives into what’s driving his success—focusing on the right clients, leveraging a strong referral network, and outsourcing to stay efficient. He also shares the value he’s found in collaborating with peers and learning from groups like the XY Planning Network.

Beyond the numbers, Matt talks about how he manages his time effectively to prevent burnout and balance running a growing business with family life. His approach is practical and grounded, offering insights that advisors at any stage can learn from.

Tune in to hear Matt’s story and gain valuable takeaways for building your own practice.


Matt's Social:

https://www.linkedin.com/in/matt-pruitt-cfp%C2%AE-cfa-02aab548/



Music in this episode was obtained from Bensound.