Matt Cosgriff, CFP®, CPFA

Advisor, operator, and team builder helping wealth firms grow with purpose.

[RIA Edge @RIA__Edge]

In this episode of the RIA Edge podcast, @brunz99 speaks with @matthewcosgriff, Director of Wealth Management at @BerganKDV about the growth strategies used by the company to expand its wealth management business into a firm >> https://t.co/zTq0Ivv27q

#RIAEdge

[Matt Cosgriff, CFP®, CPFA @matthewcosgriff]

Thanks @MichaelKitces for the opportunity to join the #FA success podcast!

[MichaelKitces @MichaelKitces]

#FA Success Ep 286: Pursuing Intrapreneurship As A Path To Growth Within A Larger Firm, With Matt Cosgriff https://t.co/7fksLdodSk @matthewcosgriff #Advicers

[Minnesota Wild @mnwild]

We were made for this... Let's enjoy the moment.

#mnwild | #WinterClassic

[ESPN @espn]

One. Two. Three.

What a game-winner for the @mnwild ‼️

[Matt Cosgriff, CFP®, CPFA @matthewcosgriff]

@FPA_MetroNY @HannahMooreCFP Thanks, @FPA_MetroNY for the opportunity to connect with your group tonight! #fpa #NextGen

[FPA of Metro New York @FPA_MetroNY]

NexGen-ers! Join us Wed, Sept 16 for a special panel event on career path & progression with guests @HannahMooreCFP, @matthewcosgriff, and Jesse Lineberry of New Planner Recruiting. Cohosted with GHV & Long Island chapters. Details and registration here: https://t.co/4MrKiSYVRX

[zay @zayjones11]

i was just at a local home goods store w/ my cousin getting furniture for my place when an elderly white woman approached me at the check out counter. she looked at me w/ tears in her eyes... & then said “i’m from Minneapolis & I just want you to know “you matter to me.”

[Matt Finn @MattFinnFNC]

An ARMY of volunteers in Minneapolis helping neighbors clean up business damage. “Bring a broom” they were told. What a sight.

[R.T. Rybak (He/Him) @R_T_Rybak]

This is the Minneapolis I know

[Matt Cosgriff, CFP®, CPFA @matthewcosgriff]

@DefineFinancial Thanks @DefineFinancial! Going through the arduous writing process of a Kitces-length blog always makes me appreciate @MichaelKitces ability to write these daily/weekly on all things financial planning! #EOS

[Matt Cosgriff, CFP®, CPFA @matthewcosgriff]

Thanks Evan Cooper and @Investmentnews for the opportunity to discuss the challenges and opportunities when serving both individual and corporate clients as a wealth management firm! #thanks #wealthmanagement

https://t.co/fyXwhxzL4T

[MichaelKitces @MichaelKitces]

5 Questions People Don’t Ask Their Advisor (But Should)... Will you:
- Put "fiduciary" in writing?
- Run a tax projection?
- Review estate planning documents?
- Explain how you get paid?
- Explain what happens if something happens to YOU?

https://t.co/Pjl4I8Pvs8 @PeterLazaroff

[MichaelKitces @MichaelKitces]

And ironically, the truth is that most of the industry that supports 'advisors' is completely unprepared to support advice. Still predominantly focused on product distribution...

"The future of the business is clear: It's advice, not investing" https://t.co/0oCRQhoObu

[Matt Cosgriff, CFP®, CPFA @matthewcosgriff]

Thanks @skinnerliz and @investmentnews for the opportunity to write on a topic I’m passionate about! #leadership https://t.co/uVFnGEzEyS

[Matt Cosgriff, CFP®, CPFA @matthewcosgriff]

@Schweiss_TDA Thanks! Glad you enjoyed, hope to write more with @investmentnews!

[Matt Cosgriff, CFP®, CPFA @matthewcosgriff]

@behaviorgap @TR401 @scott_r_frank @apottichen @GrantAWebster @luis_f_rosa Thanks @behaviorgap! Huge fan of you, your work and all that you stand for!

[Matt Cosgriff, CFP®, CPFA @matthewcosgriff]

@DefineFinancial @investmentnews @scott_r_frank @TR401 @apottichen @GrantAWebster @luis_f_rosa Thanks Taylor! Appreciate all you’re doing for the industry and it’s been fun to watch your business evolve the last few years! Hope to see you in SD at @Schwab4RIAs #IMPACT in November.

[InvestmentNews @investmentnews]

We hope you'll join us today and all week in celebrating the amazing sixth class of @investmentnews' 40 Under 40. We'll be tweeting profiles and fun facts. If you'd like to share, please use #IN40. Thank you.

[Matt Cosgriff, CFP®, CPFA @matthewcosgriff]

@slhzdh @GintyBarbara @aliseckraus @ChloeBMcKenzie @raanesb @sahilvakil @SuccessfulSid @mirandareiter @matthaghighi @luis_f_rosa @BW_CFP @scott_r_frank @TR401 @AnjaliFIT @AaronSchaben @AshleyWOtt @pt_luong @andersjones @CharlotteGelet1 Thanks, Kian and congrats to all! @investmentnews