Only Fee-Only

#45 - Creating Systems and Processes for Rapid Growth - Matt Pruitt


Listen Later

Matt's Bio:

I spent over 10 years helping corporations, hedge funds and institutional investors squeeze every last dollar out of their investments before I finally asked myself: what is most important in life, and what's keeping me from getting there?

So, what's important to me:  spending time with my family, pursuing a career I'm passionate about and running a business that allows me to partner with like-minded individuals. 

My dad passed away at age 58 and I constantly remind myself that life is short, and I better not regret how I live it. I am now lucky enough to say I work in a field that brings me happiness and fosters my personal values.

A perfectionist by nature and self-proclaimed finance/tax nerd, I genuinely love helping individuals simplify their financial lives so they too can focus on what's most important to them.

Social: 

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

Website:

https://exhalewealth.com/

...more
View all episodesView all episodes
Download on the App Store

Only Fee-OnlyBy Broc Buckles and Peter Ciravolo

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings


More shows like Only Fee-Only

View all
Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

195 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,014 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,110 Listeners

The Long View by Morningstar

The Long View

898 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

245 Listeners

Elementality for Financial Advisors | Elements Financial Vitals System™ by Jordan Haines, CFP®

Elementality for Financial Advisors | Elements Financial Vitals System™

37 Listeners

Ask The Compound by The Compound

Ask The Compound

317 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

149 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

843 Listeners

The Advisor Journey by Altruist

The Advisor Journey

25 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,041 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

24 Listeners