PP 001: Matthew Ross [Part 1] - Independent advice, smart clients, face to face relationships and referrals

Matthew Ross

We chat with Matthew Ross who is a fiercely independent financial adviser and the owner of Roskow Independent Advisory, which has offices in Melbourne and Brisbane.

This is part one of a two part series.

Listen and learn

In this episode you'll discover:

  • How Matthew got started in financial planning - how he was on the right path, got distracted, and found his way back
  • The impact a good mentor can have
  • How Matthew charges - using a pure fee for service model
  • The long-term view he takes to building relationships with his ideal clients (who are "smarter than the average bear")
  • How he attracts clients to his business
  • What he thinks about social media
  • The power of building face to face relationships
  • The script Matthew uses to ask for referrals
We are stubborn about it being independent.