The next evolution of the financial industry is here, and a critical point is being reached where the very existence of the advisory model may be at risk. Rapid advancements in FinTech and other technology are making the independent investment advisor and financial planner potentially obsolete. Robo advisors, do-it-yourself investing platforms, and automated products are offering services that in the past could only be provided by advisors.
To not only survive but thrive in this rapidly changing environment, advisors and financial professionals must offer something of value that technology cannot replicate. A new strategy is necessary – one that transforms the advising and investing experience entirely.
This March, Matson Money is hosting an industry-leading advisor conference – the Advanced Advisor Conference – a free three-day event held at the Four Seasons at Walt Disney World® Resort in Orlando, Florida on March 9, 10, and 11. At this year’s conference, Matson Money will take current industry challenges head on and engage the most pressing issues and obstacles facing advisors today.
This conference is designed for financial professionals who are looking to cause massive breakthroughs in their business, experience unprecedented growth, and impact families in a profound way. Participants will have the opportunity to see what Matson Money has created over the last 30 years – learning how they can adopt Matson Money’s model of investor coaching as an access to creating a breakthrough investing experience for clients – one that can provide value that cannot be replicated by technology. Advisors can learn effective ways to market, compelling ways to communicate with clients, new ways to grow their business, and powerful ways to transform what the rest of the industry is trying to attack and destroy. Participants can leave this conference with a renewed sense of urgency and personal responsibility for the future of their business, their family, and the lives of investors.
The theme of this year’s Advanced Advisor Conference is ONE. There is nothing more powerful than a community coming together as one to cause something massive… something much bigger than what anyone can create alone. And that is what Matson Money is up to at this year’s conference – coming together as one community causing a massive transformation for advisors, their businesses, and for the financial industry.
Matson Money has curated an all-star lineup of speakers for this year’s event – each a luminary in their respective fields who brings a distinct dimension of expertise to the topics covered at this year’s event.
Hollywood icon, Rob Lowe, will be a keynote speaker, where he will discuss how to transform your business into a blockbuster success through the mastery of communication. Lowe's dramatic career spans four decades in film, television, and theater. He is also an acclaimed author, and his two memoirs, Stories I Only Tell My Friends and Love Life are both New York Times Best Sellers. Lowe will be an amazing speaker who can’t be missed.
Offering his compelling insight on how to empower people from all walks of life to experience their American Dream will be renowned speaker, former police officer, co-founder of BLEXIT, and social media sensation Brandon Tatum. This will be an engaging and compelling conversation with Tatum, getting to the heart of the American Dream and demonstrating how it is available to anyone and everyone.
Internationally respected leadership authority and author, Steve Zaffron, will be sharing what it looks like to create a following and to build one’s own community. Zaffron is the Founder and Head of Research and Development of Vanto Group, a global consulting firm specializing in the design and implementation of large-scale initiatives to elevate organizational performance. Zaffron is a major influence at Matson Money, and he will be a welcome contribution at this year's conference.
To create what it takes to cause breakthrough performances in business and in life, founder and chair of the theater department at the University of Delaware, Sandy Robbins, will be sharing how to apply insights and best practices from the theatrical model to turn a business from a traditional RIA company into an experience-based transformational company.
Recipient of the Presidential Medal of Freedom and frequently referred to as “The Father of Supply-Side Economics,” Dr. Art Laffer will be returning to this year’s Advanced Advisor Conference to address the current state of politics and the economy and explore what the future may hold. Laffer was recognized by Time Magazine as one of "The Century's Greatest Minds" and his economic acumen helps navigate the complexities of the economy and provides insights into the impact of economic policy on investors.
Head of iShares U.S. Wealth Advisory at BlackRock, Michael Lane, will take a deep dive at the conference into what the future could look like for financial planning and how advisors can evolve far beyond it. Working with financial advisors for nearly three decades, Lane oversees the development of advisor centric solutions, due diligence, and implementation of iShares, helping advisors build better portfolios with core, fixed income, factor and model-based ETFs.
Matson Money is creating a powerful community of financial professionals causing a much-needed movement in the financial industry. This is an opportunity to learn how they are transforming what it looks like to be a financial advisor, and how to create and own a powerful new future for one’s business. Financial professionals are invited to join this community and attend the Advanced Advisor Conference.
To learn more about the Advanced Advisor Conference and to register for this event, click here.
About Matson Money
Matson Money is a $9.5 billion wealth management firm (as of 12/1/2021) that provides breakthrough financial coaching and investment management to help hundreds of advisory practices free themselves from traditional financial planning and elevate their businesses. Matson Money provides investment management, education, and tools to over 500 advisory practices and 34,000 investors across the U.S. The firm manages funds of funds, adhering to a highly disciplined, structured investing methodology which integrates Nobel Prize-winning academic investing principles, leading behavioral science, and financial coaching to help investors transform their investing experience while pursuing their life's purpose. Matson Money leads educational events for investors and advisors called the American Dream Experience, where investors can encounter clear, potentially life-altering truths about economics and investing and engage in a profound exploration of their family’s financial future. The firm has offices in Scottsdale, Arizona and Mason, Ohio. Learn more at www.matsonmoney.com.
