Financial Planner Matt Cross shares his experience in the profession, discussing client acquisition, building long-lasting relationships, and the different types of clients. The importance of trust, identifying vulnerability, and providing support during challenging life events is emphasized. Cross also talks about setting up his own financial advisor practice, the benefits of the St James's Place ecosystem, and building relationships with accountants through in-person interactions and LinkedIn. Tips on utilizing LinkedIn for outreach and targeting accountants are provided.
