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Matt Roop | Always Raise Your Hand: How Saying Yes Shaped a Financial Advisor's Path
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What do autopsy assistants, nuclear medicine, and successful financial planning have in common? For Matt Roop, Partner at Deerfield Financial Advisors, they're all stepping stones on an extraordinary career journey guided by a simple principle: "always raise your hand" for new opportunities.
Matt's path to financial planning began nowhere near the industry. With a degree in nuclear medicine technology, he found himself working as an autopsy assistant during a period of career exploration – a position that led to meeting his wife "over a dead body" as they joke. When the opportunity to join Charles Schwab's expanding operation appeared in the late 1990s, Matt's willingness to try something new set him on an unexpected trajectory through the financial world.
Following his wife's Air Force career took him from Indianapolis to Biloxi, Mississippi, to Washington D.C., each move providing new professional experiences and perspectives. After briefly joining his family's construction business and later running his own financial practice, Matt found his home at Deerfield Financial Advisors, where he eventually became a partner.
Throughout our conversation, Matt shares valuable insights about navigating career transitions, finding fulfillment through client relationships, and balancing business ownership with personal life. His self-described "small boat philosophy" – preferring deep connections with fewer people over numerous shallow relationships – has shaped both his approach to wealth management and his definition of success, which centers on family and meaningful client relationships rather than traditional metrics.
For Matt, failure isn't defined by unsuccessful attempts but by not trying at all. His story reminds us that the most rewarding career paths often emerge when we're brave enough to raise our hands, seize unexpected opportunities, and build genuine connections along the way.
Chapters
1. Matt Roop | Always Raise Your Hand: How Saying Yes Shaped a Financial Advisor's Path (00:00:00)
2. Matt's Journey into Financial Planning (00:01:02)
3. From Nuclear Medicine to Schwab (00:08:58)
4. Moving Into Partnership (00:18:04)
5. The Challenge of Delegation (00:32:40)
6. Finding Balance in Work and Life (00:46:16)
7. Success, Failure, and Small Boat Philosophy (00:55:20)
10 episodes
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