Episode Description
Matt Logan, founder of Rise North Capital, was broke, directionless, and doing tree removal and landscaping jobs for cash when he got a recruiting call from a MetLife sales manager in 2007. He had no background in finance, no career plan, and over $100,000 in student debt. What followed was nearly two decades of building skills, earning his CLU designation, and eventually launching his own firm just months before the pandemic shut everything down. Rather than fold, he went virtual, found the model that would let him scale, and built Rise North Capital into a nationwide organization now serving clients in all 50 states.
✨ Key Insights You’ll Learn:
Why having no direction in 2007 turned out to be the exact starting point Rise North Capital needed
How hunger, discipline, and coachability drove Matt’s early success at MetLife
Why COVID became the catalyst that forced Rise North to pivot from brick-and-mortar to a fully virtual model
How going virtual unlocked the ability to recruit and serve clients across all 50 states
The silver tsunami: why retiring advisors and growing demand create a massive career opportunity
How Rise North Capital compresses 36 months of advisor development into 12
Why they call themselves a transformation company first and a financial services firm second
The SP-Me versus the SP-500: why investing in yourself comes before investing in the market
What a term life insurance policy with living benefits did for a business owner who had a heart attack at 39
What Matt looks for when recruiting and why resilience is the hardest quality to develop
🌟 Matt’s Key Mentors:
First Sales Manager at MetLife: Made the recruiting call that gave Matt his first compass and career direction at his lowest point
MetLife’s Training System: Provided the structure and licensing path that pulled Matt out of financial and mental rock bottom
Personal Development Programs and Coaches: The outside experts Rise North Capital invests in heavily to develop their advisors as whole people first
His Three Sons: The daily reminder of why compounding growth in character matters as much as compounding growth in income
👉 Don’t miss this conversation about what it actually takes to build something when you’re starting with nothing, why the financial advice industry is facing a generational opportunity, and how one firm decided to put people development at the center of everything they do.
🔗 Connect with Matt Logan:
Website: https://www.risenorthcapital.com/
Join the Team: risenorthcapital.com/join-our-team
Instagram https://www.instagram.com/officialmattlogan
TikTok https://www.tiktok.com/@themattlogan
Facebook https://www.facebook.com/share/1CicaFpi7p/?mibextid=wwXIfr
X https://x.com/mattloganrnc?s=21
📤 Transcript Available: Matt Logan on What He Looks for When Recruiting Advisors and Why Hunger Cannot Be Taught
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🌐 Our Website: The Inspired Stories Podcast
📤 Special Thanks to Anthony Codispoti & AddBack Benefits Agency — Providing innovative employee benefits solutions that improve employee well-being while optimizing your bottom line. Website: addbackbenefits.com