Navigating Turbulent Markets and Empowering Clients Through Unprecedented Times
In a world of chaos, where economic, global, and personal challenges confront investors, advisors can hold the key to coaching and guiding clients through the storm. “We are faced as advisors with the challenge of coaching and training our clients to navigate some extremely difficult times in the world right now,” said Mark Matson, Founder and CEO of Matson Money. “There are millions of investors around the world who need our help to stay disciplined. They need direction, coaching, and training to find their way forward. In times like this, leadership is what is required.”
At the 2024 Advanced Advisor Conference, attendees had the opportunity to discover time tested investment strategies to help shield their clients from potentially disastrous decisions around their financial future. For over 33 years, Matson Money has been unwavering in their investment philosophy: leverage the power of academic investing principles and working with entrepreneurs to create lifelong strategies that can transform their business.
During the two-day virtual event, attendees explored how to:
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Create a business that they run, rather than one that runs them: how they could elevate their business with top-notch entrepreneurial training, business development, branding, leadership, and human performance coaching.
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Unlock Growth Potential: Expand their business with accessible client-ready training and marketing content. Whether they are at $10 million, $50 million, or $500 million, attendees learned they can scale their business using the methodologies, coaching tools, and seminars provided, which can create transformational experiences.
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Navigate Unprecedented Times: Learned how to coach and train investors through difficult circumstances.
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Experience Leadership Empowerment: Uncovered the tools to instill confidence in clients' investing strategies.
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Explore Mind Game Mastery: Understand the art and science of the human mind as a crucial component of success.
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Create a New Mindset: Embrace greatness, mastery, and the performer's spirit.
At the conference, participants joined a community of likeminded leaders in the industry and heard from a dynamic lineup of speakers, each influential in their respective field from a neuroscientist and bestselling author to a Presidential Medal of Freedom Recipient. Read on for a full lineup of speakers.
Mark Matson
The Founder and CEO of Matson Money, a $10.5 billion (as of 3.26.24) in assets under management RIA, who works with over 500 unaffiliated advisors across the United States, as well as in Puerto Rico, and in Canada. Mark created The American Dream Experience and the Matson Method, helping make Nobel Prize-winning investing research accessible to everyday investors. He is the author of several books including: The Dirty Filthy Lies My Broker Taught Me, 101 Truths About Money & Investing, and Main Street Money: How to Outwit, Outsmart, and Out Invest the Wall Street Bullies.
He is a frequent guest on national news programs including Fox Business, CNBC, Bloomberg and Yahoo Finance. Mark and his wife Melissa reside in Scottsdale, Arizona, and are the proud parents of eight children. Mark shared from his more than 30 years of industry experience, speaking to the audience about what it means to be a True Entrepreneur, what it takes to create an Extraordinary Life and what is required to do the unimaginable.
Dr. David Eagleman
Neuroscientist and Matson Money Academic Advisory Board Member Dr. David Eagleman joined this year’s Advanced Advisor Conference as a presenter. “You have to have both the mental and portfolio design, without both, the system will never work,” said Matson.
Dr. David Eagleman is a neuroscientist at Stanford University, an internationally bestselling author, and a Guggenheim Fellow. He is the writer and presenter of The Brain, an Emmy-nominated television series on PBS and BBC. Dr. Eagleman's areas of research include sensory substitution, time perception, vision, and synesthesia; he also studies the intersection of neuroscience with the legal system, and in that capacity he directs the Center for Science and Law. Eagleman is the author of many books, including Livewired, The Runaway Species, The Brain, Incognito, Wednesday is Indigo Blue, Brain and Behavior, as well as a bestselling book of literary fiction, Sum. He shared insights into the motivations and decision-making patterns of the human brain and generated methods that can help effect change and form habits when resolutions are not enough.
David DeVoe
“One of the saddest things I have ever had to do running this company is have to meet with a spouse whose husband or wife died without a success plan,” said Matson. At this year’s conference, to share his expertise on mergers and acquisitions and succession planning was David DeVoe. David holds an MBA from Cornell University Johnson Graduate School of Management and is the founder of DeVoe & Company which helps wealth management companies optimize their business decisions. His company, founded in 2011, helps support hundreds of firms in consulting, investment banking, and valuation engagement. David has been a leader on RIA practice management for 18 years and was named the “RIA M&A Guru” by Barron's Magazine.1 David shared his insights on a mindset for succession in an emerging crisis and how advisors can plan for the future at any stage of their career.
Dr. Savina Rizova
Sharing her expertise and American Dream was Savina Rizova, Dimensional's Head of Research. Savina applies her background in finance to a wide variety of research projects that Dimensional undertakes to improve every step of its investment process, from research on drivers of returns to portfolio design, portfolio management, and trading. She works closely with the Sales team and the rest of the Investment team to develop value-added investment solutions that seek to meet client needs, goals, and preferences in a systematic, reliable, and cost-efficient manner. In addition, Savina leads the efforts of the Research group to provide thought leadership to clients and prospects on important investment-related topics. Savina is also a member of the Investment Committee and Co-Chair of the Investment Research Committee.
Dr. Art Laffer
Dr. Art Laffer's economic acumen brings a distinct advantage to Matson Money, its coaches, and clients with insights on the implication of economic policy on savers and investors. Frequently referred to as “The Father of Supply-Side Economics,” Dr. Laffer helps navigate the complexities of the economy, interest rates, and tax efficiency as it applies to portfolio construction. Dr. Laffer serves as a member of Matson Money’s Academic Advisory Board and was a welcomed contributor to this year’s speaker lineup.
Participants had an opportunity unlock the tools to transform their businesses and safeguard their clients from potentially detrimental financial decisions. Join a community of financial advisors who are committed to expanding their business and training and developing their clients in the science of investing. Discover more at ria.matsonmoney.com.
Related: Investing with Purpose: Matson Money's Path to Financial Empowerment with Josh Crawford
1. RIA M&A Guru by Barron’s magazine. DeVoe & Co. Team: https://www.devoeandcompany.com/team