Matt Meyer

Synchronize is a strategic partner to Guardian Financial Partners.

Synchronize provides hands-on support and training that focuses on enhancing and refining the people, processes, and poetry of the partner advisory firms they serve. They aim to increase revenue, reduce costs, and help increase enterprise value. Synchronize’s A-Z back-office support is delivered by their team of professionals with long-standing careers in financial services. Their experience has been working closely with advisors and as top-tier sales representatives in client-facing sales roles. They have successfully helped build and run an RIA and have experienced the full life cycle of a firm.

Ryan’s responsibilities are to work with GFP on running the overall financial operation of the firm. His responsibilities include maintaining the company financials, working with all outsourced vendors, client billing, bill pay, cash flow forecasting, and budgeting. Ryan’s produces monthly business dashboards that focus on reducing expenses, increasing revenue, and overall business efficiency.

What are 3 words people use to describe you?
Genuine, Honest, Inquisitive 

What are you most grateful for?

The opportunities I have had in my life.

What is the best advice you have ever been given?

To live and make the most of the present. 

How do you define success?

That the people are happy to be in my life.

What life lesson did you learn the hard way?

That you should only surround yourself with people that have your best interest in mind.

What was the best book you’ve read and why?

Atlas Shrugged – because it explores the dilemma of having to choose between morality and happiness.