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Don't Be A Rubber Stamp For Your Clients, $3 Bilion Advisor Warns

Too many advisors knuckle under to keep their clients happy -- and ultimately don't do anyone any favors, says a Cincinnati advisor who manages over $3 billion.


Mark Matson of Matson Money clearly knows how to retain accounts. He does it by telling his clients the truth about the markets and by refusing to change course simply because the client insists.


Investment News gave him a nice soapbox to tell other advisors to do likewise.


On the surface, this seems intuitive. Advisors are supposed to be the ones working overtime to convince investors to stay the course and stick with the plan.


But all that convincing conceals the fundamental truth of how a lot of advisors do business. They're convinced that the customer is always right and needs to be argued into doing the right thing.


The customer is not always right. The customer gets the final say and the customer needs to be kept happy, but if retail investors could be relied on to do the right thing, there would be no advisory business.


The advisor may not always be right, but he or she probably has a better track record and more perspective than the average retail investor.


Advisors get paid to be a second opinion and more, the voice of what passes for reason in the markets. If you're not doing that -- as hard as it may seem -- you're really just there to keep the clients happy.




How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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