What happens when a college intern never leaves and ends up becoming a partner?
That’s Matt Gotchall’s (@matt_gottshall) story.
He started as a student at Ohio State, shadowing financial advisors. Now he’s helping lead a 12-person advisory team that’s reshaping what the client experience looks like.
One firm. Whole career. He earned trust from the inside and built a book that now spans 90+ client relationships.
Matt combines estate planning, tax strategy, and investment management into one seamless platform. And the results speak for themselves.
If you want to know what it looks like to grow from within and build real influence, this is the episode to hear.
We talked through:
Why culture and growth opportunity beat firm size every time
How Matt’s team made the leap from broker-dealer to RIA
The “be the guy” mindset that earns deep client trust
What it really takes to grow a book from scratch
How they’re training the next wave of advisors from inside their own system
Whether you're building a firm or looking for a better one, this one’s packed with real-world lessons.
You can find Matt:
-Twitter/X: https://x.com/matt_gottshall
-LinkedIn: https://www.linkedin.com/in/mattgottshall/
Learn more about how to start and grow your practice: www.getadvisorfreedom.com
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