In this episode, Maurilio Amorim interviews Matt Ruttenberg, co-owner of Life Inc. Retirement Services, who shares his journey from a financial advisor to building a national retirement services firm. The conversation covers the importance of niche specialization, the impact of COVID on client interactions, and effective client acquisition strategies. Matt emphasizes the need for flexibility in the evolving financial landscape and discusses the role of AI in the industry. He also provides valuable advice for aspiring financial advisors, highlighting the significance of becoming a specialist in a specific area. Learn more about Matt here: https://lifeincrs.com