#158 - From Planning Firm Employee to Solo RIA Founder: Matt Ryan's Story
A lot of advisors want to launch their own fee-only RIA, but the gap between "I'm ready" and "I have clients" can feel enormous. We're talking with Matt Ryan, founder of Focused Mission Financial in San Diego, about how he made the leap in 2022 after nearly a decade inside planning-focused firms, and what it actually looked like to build momentum from the ground up.
We get specific about how his growth really happened: boots-on-the-ground marketing through coffees, lunches, and golf, backed by consistent touchpoints like a newsletter and short-form video. Matt also shares the truth about…
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