In this conversation, Leo Popik and Matthew Dernis explore the journey of entrepreneurship, focusing on Matthew's experiences in financial planning. They discuss the importance of having a purpose, building trust with clients, and the challenges of starting and growing a business. Matthew shares insights on navigating partnerships, the significance of persistence, and the non-negotiables in client service. The conversation emphasizes the value of reflection and learning from experiences in achieving success.Chapters00:00 Introduction and Personal Updates03:07 The Journey of an Entrepreneur05:58 Early Influences and Financial Awareness09:55 Finding Purpose in Financial Planning14:52 Starting a Financial Practice18:05 Building a Business and Client Relationships24:05 Navigating Partnerships and Growth30:07 Success Metrics and Business Philosophy33:51 Ideal Client Profile and Trust39:58 Team Building and Non-Negotiables45:48 Reflections on Key Decisions52:05 Final Thoughts and Advice#entrepreneurship #financialplanning #businessgrowth #clientrelationships #trust #partnerships #successmetrics #teambuilding #personaldevelopment #financialawareness #CEO