James Matthews, CFP® joins us to share his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.
Today on the podcast Hannah interviews James Matthews, CFP®, the Managing Director of Blueprint, a next generation financial planning firm in Charlotte, NC. James is on the front lines designing the financial planning firm of the future on a large scale and providing financial planning advice to younger clients who need it.
James shares his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.
I am excited to share this episode with you and can’t wait to see what the future holds for James and Blueprint. I hope you enjoy this episode!
The Monthly Retainer Model in Financial Planning
XY Planning Network
Dimensional Fund Advisors
Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209, (704)-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Managing Director of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Blueprint is not an affiliate or subsidiary of PAS or Guardian.