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
About Mark Matson and Matson Money, Inc.
Mark Matson is the founder and CEO of Matson Money, Inc., a Cincinnati-based
investment advisor firm managing over $2.4 billion (as of 01-JAN-2010) for
investors nationwide. With over twenty years of experience in the financial
industry, Mark's success in business can be attributed to his unique talent for
bringing together complex investing issues and solid, down-to-earth values that
make sense to people on a gut level.
Since he was a young boy, Mark wanted to be just like his father, Joe. Joe built
a successful financial planning practice and helped many people plan and save
for a healthy retirement. After Graduating from Miami University at Oxford, Ohio
in 1986 with degrees in both Finance and Accounting, Mark joined his Dad's
financial practice ready to provide his clients with the same confidence and
success that he had seen his father deliver.
In just four short years as a financial planner, Mark built over $30 million in
assets under management using top-rated mutual fund managers. Although his
clients were happy and successful, he never felt that the four-star managers
that he recommended lived up to their hype and the expectations that came along
with it. Mark knew there had to be a better way to help his clients grow their
wealth without the disappointment that came along with the "hot" managers and
mutual funds.
Mark’s first step toward improving the way he helped his clients, was to change
the way he did business by becoming a fee-only money manager and establishing
his own company in 1991 as Matrix Asset Allocation, Inc. With Matrix as the
vehicle to provide the best investment solutions available Mark was able to
continue his quest for an investment approach that would not only get the job
done, but provide the confidence and peace of mind that he thought his clients
deserved.
The turning point came for Mark when he attended a debate on "active vs.
passive" management between Rex Sinquefield and Donald Yacktman at a Schwab
Institutional conference in 1992. To put it simply, the argument for "passive"
investing strategies spoke to the core of Mark's beliefs about capitalism, free
markets, and how the world works... and it directly translated to how he believed
he could give his clients the best investment solutions available in the world.
Compelled by his conviction, Mark immersed himself in learning and understanding
all of the principles and research that supported Mr. Sinquefield's passive
investing philosophy. What he found was the Nobel Prize-winning research of
Merton Miller, Harry Markowitz, and William Sharpe, and the groundbreaking
research of Eugene Fama and Kenneth French from the University of Chicago. All
of these notable academics from the world of finance and economics were speaking
Mark's language, and they had historical data to back it all up... this was Mark's
answer.
Mark used his unique skill of combining complex subject matter into everyday
application to create the synthesis of the academic information into Free Market
Portfolio Theory. This investment approach is the compilation of academic
principle into solid investment strategy that can be implemented by the everyday
investor. Saving investors from the misguided advice of the media and Wall
Street pundits has become Mark's driving motivator.
Mark has coached hundreds of financial professionals across the country to
implement the Free Market Portfolio investment strategy, and in turn, helped
thousands of investors nationwide to take a more prudent, long-term approach to
investing and growing their wealth. As a dynamic public speaker, Mark has shared
his message of free markets and global investing with thousands of people
throughout the country. His direct approach, passion, and enthusiasm make him
both a compelling speaker and a fierce proponent of free markets.
Mark is a regular contributor in the national media, both in print and on
television. His optimistic outlook on finance, investing and economic issues
makes him a frequently sought expert on CNBC, Fox Business News, and
publications such as the Wall Street Journal and Investment News. Mark has also
written for and been referenced in USA Today, Financial Services Advisor,
Advisor Today, Personal Financial Planning Monthly, SmartMoney.com, Forbes.com,
The Business Courier, and USA Today. He has written books (Flashpoint:
Mastering the Art of Economic Abundance, The Dirty, Filthy Lies My Broker Told
Me and 101 Truths About Money & Investing, Confessions of a Commission Junkie,
101 Ways to Kill Your Competition with In-Your-Face Marketing), educational
materials, produced movies (How the Really Smart Money Invests, Navigating
the Fog of Investing, Investing Academic All-Stars) and numerous
presentations to share the message of Free Market investing. Mark also hosts
Matson Money Live! a weekly live web show about investing, economics, and
current events.
Mark is the proud husband of Melissa and father to their six children. He is an
avid cyclist and trains constantly for challenging races.