Dale K. Matthew: Finding Freedom In Financial Advising

Dale K. Matthew: Finding Freedom In Financial Advising

Imagine you have a secure, well-paying job and then leaving it for a role that is 100% commission. Would you be able to make that "leap?" Most people wouldn't, but Dale K. Matthew isn't most people. Most people who start this role quit, but Dale K. Matthew isn't most people. He left the world of accounting with it's steady paycheck to enter the world of financial advising where it's sell or go home. He succeeded in making that transition as he worked with firms like NY Life and Northwestern Mutual. He currently works with Empire Wealth Strategies. Making it as a financial advisor is not easy, as there are so many advisors out there that sell the same or similar products/services. Dale knows how to stand out and differentiate himself from the competition. In this interview, Dale shares his thoughts and most importantly, secrets to success.


In the interview, Dale talks about

1. The one "silver bullet" that separates those who make it in the industry and those that don't.

2. Why people neglect to purchase vital financial products like life insurance, a will, etc.

3. How the pandemic has affected the Financial world and where he sees it going in future.

4. Why everyone needs a financial advisor and why it's hard for one to do it all on their own.

5. How to go about networking effectively and getting referrals.

6. The advice he would give to one searching for a reputable, ethical financial advisor.

7. His one key book recommendation that you don't want to miss.


It's essential to have Dale in your network. Please reach Dale at

https://www.facebook.com/Dale-K-Matthew-102813774761824/

https://www.linkedin.com/in/dale-k-matthew-325a45114/

https://www.instagram.com/dalkermatt/?hl=en


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