What are other financial professionals saying about Mark Matson and the Matson Money programs?
"7 years ago, I was dying as a financial advisor. I was limping by making less than $20,000 per year, and I was just days from walking away from the business forever. Stumbling into Mark’s turn-key program changed my life… since I started the program I have increased my income 15x over, bought a new home (that used to belong to a country singing superstar… the tour buses still go by), three new top-of-the-line drum sets, and a huge RV for traveling with my family. I have my own crazy-successful radio show, I’m only taking on the new clients that I really want to work with, and I am having a great time!”
-Paul Winkler, The Wealth Coach
Goodlettesville, TN
$137,105,501 Assets Under Management*
"I joined Matson Money in my second year of practice. Not only was I in the commission trap, I was in the "not making enough money" trap. My greatest fear was that after taking a calculated risk at self employment, I would exhaust all of my savings and eventually have to return to work for someone else.
Initially, Matson Money gave me two things: First, I was able to differentiate my practice from virtually any other advisor in my area. No one did business the way I was now doing business. I honestly believed that I could now do it better than anyone else because I had the most important weapon on my side: THE TRUTH. Secondly, by operating on a fee structure basis, I was now in the market for the larger client. Million dollar clients, as a rule, don’t want to pay commissions. They want to tie your success to theirs.
Today, I have consistent and reliable revenue of $200,000 per year just on MUM fees. I work when I want and as hard as I want. Last year revenue grew by over 30% just based on portfolio growth alone. My average client has over $500,000 invested with us. The insurance side of my practice has also skyrocketed. For the past three years I have averaged over $200,000 per year in target premium."
-Dan Cuprill of Cincinnati, OH
$57,398,933 Assets Under Management
20 years in business*
"Before Matson Money, every January 1st, I was unemployed. I had to go to work. I needed to have so many clients and get so many dollars in the door.
Today, I wake up January 1st knowing that I have clients and I'm getting paid along the way. I don't have to struggle. I don't have to go after the dollar every single day. It's been coming in naturally."
- Jeff Furest of Mt. Clemens, MI
$54,582,189 Assets Under Management*
"Before I met Mark, I did Free Consulting all the time, and hoped that I would make a sale.
I began to transition into fees before I met Matson Money. I was about five percent of the way there. But now, nobody gets in the door unless they write a check.
Now, I'm taking six to eight weeks off a year, not counting holidays and weekends. Before that, vacations were almost none existent."
-Doug Alden of Asheville, NC
$13,917,031 Assets Under Management, in business since 1974*
"My business is basically on autopilot with the Matson Money system in place. We have several opportunities for greatly increasing our exposure in new markets which we will explore over the next few months.
I have scheduled a vacation from 4 to 5 days for myself and my wife each month for the balance of 2005, and next year the plan will involve us being on vacation about three weeks each quarter. I have never played so much golf in my 30 year career and don't feel one bit guilty. In addition I have attached a picture of "Blue Flyer" and me. We are flying to client meetings, Matson Money meetings, saving time as well as having a ball. Because we are free of the commission trap, we have stopped the endless cycle of selling. We now make plans of how to provide something extra for our clients and how to enjoy life ourselves. Without Matson Money and the Matrix system, none of this would have been possible, and I would have stayed on the commission treadmill until I either quit the business or the stress caused serious health problems. I know I was headed in that direction.
I have to point out that all of the ideas and systems in the world are worth nothing without the people in place to make it happen. All of the Matrix personnel, from Mark to the last employee hired have been outstanding. The positive attitude and work ethic to help the advisor is refreshing and greatly appreciated.”
-Richard Balhoff of Toledo, Ohio
$23,854,360 Assets Under Management*
"The Matson Money system has changed my life, my family's lives, and also the lives of my staff and clients: my life is in balance, my company now has a successor, the company value has grown, the staff is happier, love those referrals, happy clients, the marketing program is the greatest, and the Investor Education Series has replaced my previous teaching materials. It is a PLEASURE working with other professionals that have Christian values and ethics. Right is right and wrong is wrong. I really enjoy working with the Matson Money team."
-Phyllis Wordhouse of Plymouth, MI
$29,684,000 Assets Under Management*
*Assets Under Management as of 2/24/2010
You could have all the tools you need to make $1,000,000 per year
(Free From The Need to Sell New Clients), work as little as one week per quarter, and have more fun than you ever dreamed possible in your financial practice.
Find out the secrets to creating a profitable financial practice that allows you to have more freedom and independence than you ever dreamed possible, from the guy who cracked the mold of the traditional financial planning model.
Mark Matson has been helping advisors transform their businesses since 1991, and has helped them accumulate over $2.4 billion (as of 2-24-2010) in assets under management. Hundreds of advisors now make up a community of people just like you who were struggling with some aspect of their financial practice. Now they have more time, money, and freedom through implementing these strategies.
What no one ever tells you about being in this industry is that if you follow the usual method of building your RIA business, you are doomed to a life of free consulting, low profits and endless competition – forever.
Find out how to escape this trap forever!
Sign up here for your FREE GUIDE to transforming your financial practice!
There are seven problems that universally plague financial advisors and keep them stuck:
1. FREE CONSULTING
From the beginning, Mark was taught that in order to get clients, he was going to have to do lots of free meetings, free financial plans, and give lots of free advice to prospective clients. Mark sums this up as free consulting (the industry touts it as "value add") and it was killing him. It not only sucked up tons of time and energy, but it made him feel worthless and weak. It had to go.
2. THE COMMISSION TRAP
Don't get Mark wrong, the commissions were juicy. They boosted his ego and self-confidence every time he made a sale, but they were sucking the life out of him. Working on commissions kept Mark at the mercy of new prospects. He needed to sell as many new clients as he could every day, week, month and year. And it was never going to end.
3. SUFFOCATING OVERHEAD
Free consulting and commissions led to another problem: Mark had to keep running on the commission treadmill to pay the bills. He had to keep paddling every minute of every day to keep the business and his life afloat. The more commissions he made, the bigger his lifestyle and business got, and the more overhead he had to cover.
4. PERFORMANCE LOSSES
After a few years in the business, Mark became excruciatingly aware that he was not gifted at choosing great performing investments. Not one of the mutual funds or other investments that Mark recommended delivered the results that it promised. He continuously found himself doing an elaborate song and dance routine to explain why his clients were losing money.
5. COMMODITIZATION
It doesn't take long to notice in this industry that everyone is pretty much pushing the same products. Every schmoe out there has access to the same software, mutual funds, and products that you do, and it's getting more difficult every day to differentiate yourself. Competing as a commodity means that you are in a pricing war with every other planner out there. You're competing with the Wal-Mart® of investment advice.
6. TIME VACUUM
By Mark's estimation, average time for burnout for a financial advisor is about 5 years (just long enough to get over the fantasy and realize it's not going to change). It doesn't take many 80 hour work weeks and piles of paperwork to figure out that you have created a prison of tax law, mutual fund analysis, life insurance policies, stocks, and overall minutia. Down time with family and friends turns into working weekends and distracted relationships.
7. WRONG CLIENTS
Mark knew what kind of clients he was looking for: rich ones (a.k.a. "high net worth"). Every major industry meeting he attended had a breakout seminar or a keynote speech about how to capture more "high net worth" clients. Not one of the silver bullet products or marketing programs helped him get the level of clients he wanted.
In order to get out of the commission trap and the overhead problem, Mark knew he had to go fee-based. In 1990 that wasn't nearly as prevalent as it is today, but he made the shift with his existing clients by charging them a fee to manage their portfolios. Although Mark was generating income, that alone didn't begin to address the performance and commoditization aspects of his business:
- Escaping the Commission Trap
- Eliminating the Overhead Issue
After scouring the industry for something different that could give his clients and himself some confidence about what to expect in the future, Mark finally found, not just an investment strategy, but a philosophy that would change his life and the way he viewed investing forever. This new paradigm has dramatically reduced the issue of performance losses and set Mark apart from 99% of the financial community, thereby making commoditization a non-issue, and focusing his business on:
- Creating more time in his life
- Overcome performance losses
- Conquer commoditization
No matter what Mark did, free consulting continued to creep up in my business, especially with prospects. Prospects expect you to do the whole dog and pony show for them, and basically sell your soul for their business. It began to make him nauseous to spend hours with a prospective client, pouring over statements and plans that he prepared just to be told "I appreciate your time... I'd like to think it over" (the kiss of death). Mark needed some way to get the message out and have the serious players come to him.
The final part of Mark's solution ended up being a well-defined process that every prospect followed from the first contact until the paperwork was signed. It included marketing materials that did all the heavy lifting in the early stages of the relationship, and hard core interviews that chucked out the Lookie Lous. Prospects now paid Mark to do the analysis work that he had been doing for free.
Mark was choosing who he wanted to work with, not the other way around. This process positioned him as more than just your average planner. Mark became a coach and he demanded respect and structure if you want to be his client. His life was revolutionized with:
- No free consulting
- More "right" clients
So, here's the deal: Mark helps advisors who are ready to make a change in their practice to get the business results and the lives they deserve. It's not for everyone. He's not out to conquer the world. Mark just wants to help other advisors.
How can you start getting these results in your practice? It's easy. Come to the three-day introductory program called the, Million Dollar Model™ Program and you can decide for yourself if this is the right program to help you take your business to the next level.
Here's What the Million Dollar Model™ Program Can Do For You...
- Teach you how to get paid for every meeting, sales interview, and seminar you conduct. You'll never have to work for free again!
- Give you access to proven, tested seminars and presentations that have helped advisors convert over $2.4 billion in assets under management.
- Help you discover for yourself the hidden truth about the investment industry that no one wants you to know… your secret weapon for creating a unique practice.
- Give you three powerful strategies that will help you create ongoing income - free from the need to sell new clients.
- Show you how to annihilate the commission trap forever, so that you never have to sell for commission products again.
- Recreate yourself as a coach and leave the world of being "just another financial planner" behind.
- Help you leverage your practice in a way that gives you more free time than you ever imagined (you can finally have the freedom that every entrepreneur dreams of).
- Help you create portfolios for your clients that capture market returns and never make a promise you can't deliver on again.
The three-day Million Dollar Model™ Program is $1499. Mark backs it up with his MORE THAN YOUR MONEY BACK SATISFACTION GUARANTEE. If you come to Cincinnati and after two days decide this is not the program for you, Mark will reimburse not only the $1499 deposit, but your airfare and hotel expenses as well. He only wants to work with people who are really committed to this program, so it wouldn't be right for him to keep your money if you are not 100% sure it's right for you.
In three days, Mark will show you...
- How the financial industry dupes hardworking, well-intentioned financial advisors every day, and what you can do to save yourself and your clients.
- How the Seven Deadly Advisor Traps are affecting not only your business, but your personal life and relationships… and how you can take control and have the life you've always wanted.
- The first-ever whole practice solution that will give you strategies and tools to fix your investment, time, client, prospect and marketing problems in one complete system.
- How you can avoid the pitfalls that plague almost every advisor in the traditional investment model, and how you can protect yourself and your clients from a painful fate.
- Provide a thorough blueprint process that will help you find the right clients, eliminate free consulting, and streamline your practice into a well-oiled machine of profit.
- Give you access to software that will help you show your clients and prospects exactly what they are getting with their current investment portfolio, and how you can address any problems that might exist.
- How to address professional relationships that may be holding you back in your practice in a way that allows you the control and give you the freedom to choose your own destiny.
- And, much, much more...
Mark works with only 50 new advisors per quarter. He host training programs in his Cincinnati-based headquarters where you will be treated to gourmet meals from our executive chef, state-of-the-art technology in our training facility, and friendly service from our team. You can see first-hand how an over $2.4 billion investment coaching company is built, and how you can create a coaching experience for your clients unlike anything they have ever seen before.
Join an elite group of advisors who are taking back control of their financial practice and their lives with easy-to-use tools and strategies. If you would like to learn more about how you can transform your financial practice, complete the contact information and he will send you a Guide to you right away totally free – no strings attached.
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