Matt Medeiros, the CEO of The Institute for Wealth Management, grew his company's revenue from $3.5 million in 2014 to $5.6 million in 2017, a 59% increase, and to around $8 million in 2018.  

The Institute for Wealth Management is a provider of registered investment advisory services.  

In this interview with Eversprint's Malcolm Lui, Matt shares how he and his team accelerated their high value sales by:  

• Capitalizing on the secular trend of advisors going independent.  
• Creating financial products that the needs of their clients better than what the wirehouses can offer.  
• Selectively hiring advisors who have the same "putting clients first" culture, beliefs and philosophy as they do.