#53 The Future of Financial Advising w/ Matthew Filik, Certified Financial Planner, ClearFocus

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Matthew Filik (https://www.clearfocusfinancial.com/⁠) is a Certified Financial Planner and Co-Founder of ClearFocus Financial, based in Mountainside, New Jersey. Matthew’s financial planning process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients achieve their goals.

 

In this episode, Brian and Matthew discuss:

1. Building Strong Client Relationships

2. Bridging the Age Gap in Financial Advising

3. Beyond Market Trends

4. Entrusting Clientele to the Next Generation

LinkedIn: https://www.linkedin.com/in/matthewfilik/ Facebook: https://www.facebook.com/ClearFocusFinancial Facebook: https://www.facebook.com/matthew.filik/ Instagram: https://www.instagram.com/clearfocusfinancial/ Website: https://www.clearfocusfinancial.com/

 

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