Ambitious Financial Advisor Alert:

In Just 3 Short Days, 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 planner.

Hey there,

My name is Mark Matson. I've been sharing this story with advisors since 1991, and I'm pleased to say that it has helped them accumulate more than $2.5 billion 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.

I'm going to tell you what no one in the financial industry ever will.

What no one ever tells you about being in this industry, is that if you follow the usual method of building your business, you are doomed to a life of chasing prospects, scraping to cover your overhead, and living commission check to commission check – forever.

Seven problems that universally plague financial advisors
and keep them stuck:

1. FREE CONSULTING

From the beginning, I was taught that in order to get clients, I was going to have to do lots of free meetings, free financial plans, and give lots of free advice to prospective clients. I sum this up as free consulting (the industry touts it as "value add") and it was killing me. It not only sucked up tons of time and energy, but it made me feel worthless and weak. It had to go.

I can show you how to eliminate free consulting from your business so you
can focus more time and energy on things that will make your
business more profitable.  

Michael Sarcheck Mt. Clemens, MI

Total Assets Under Management: $20,846,780 (up from $3 million when he started the program) Eliminated Free Consulting forever by charging a fee for his time and wisdom Added revenue to his bottom line of approximately $2000 per quarter (free from the need to sell) Business growing by 6% per year

2. THE COMMISSION TRAP

Don't get me wrong, the commissions were juicy. They boosted my ego and self-confidence every time I made a sale, but they were sucking the life out of me. Working on commissions kept me at the mercy of new prospects. I needed to sell as many new clients as I could every day, week, month and year. And it was never going to end.

I can help you escape the commission trap – forever.

Richard Balhoff Sylvania, OH

Total Assets Under Management: $24,719,046 Transitioned entire business from commissions to fees Bought a new private plane with ongoing income free from the need to sell

3. SUFFOCATING OVERHEAD

Free consulting and commissions led to another problem: I had to keep running on the commission treadmill to pay the bills. I had to keep paddling every minute of every day to keep the business and my life afloat. The more commissions I made, the bigger my lifestyle and business got, and the more overhead I had to cover.

My program will help you completely eliminate your "uncovered nut".

Phyllis Wordhouse Plymouth, MI

Total Assets Under Management: $35,258,100 Tripled Income Increased Free time Reduced Overhead by 37%

4. PERFORMANCE LOSSES

After a few years in the business, I became excruciatingly aware that I was not gifted at choosing great performing investments. Not one of the mutual funds or other investments that I recommended delivered the results that it promised. I continuously found myself doing an elaborate song and dance routine to explain why my clients were losing money.

If you adopt this program, you will not have to tap dance due to
bad investment performance again.

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.

I can help you establish yourself as a coach. and give you a program that will set you apart from the flock.

Marc Becker Durham, NC

Increased New Assets Under Management by $5.1 million in his first year in the program Average Portfolio increased from $50k to $250k Getting 2 or more high quality referrals each week

6. TIME VACUUM

By my 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.

Using this program, you can potentially work half as many hours and make twice as much money.

More than half of the hundreds of advisors that I've worked with were working more than 60 hours per week just to make ends meet. They had to put more and more hours in just to keep up with existing clients and put on new business at the same time. My program will show you how you can cut your work week by up to 75% while increasing your income and gaining more free time.

7. WRONG CLIENTS

I knew what kind of clients I was looking for: rich ones (a.k.a. "high net worth"). Every major industry meeting I 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 me get the level of clients I wanted.

With this program, you could have rich prospects beating down your door, begging you to help them.

Paul Winkler Goodlettesville, TN

Total Assets Under Management: $105,883,480 Annual Net New Assets Added: $20 million average Increased income by 50x! Hosts successful investing radio show

I realize that these are some pretty hefty claims, but my program has worked with real advisors who have used the process and gotten results.

Don't get me wrong: I never said it was easy. This process takes time, and a willingness to disregard virtually everything you ever believed about this industry. Sometimes it's not pretty, but for me and hundreds of other advisors, the freedom to have the life I wanted was worth the battle.

If you're wondering how I stumbled onto this earthshaking revelation,
here is the scoop:

In order to get out of the commission trap and the overhead problem, I knew I had to go fee-based. In 1990 that wasn't nearly as prevalent as it is today, but I made the shift with my existing clients by charging them a fee to manage their portfolios. Although I was generating income, that alone didn't begin to address the performance and commoditization aspects of my business.

• Escape the Commission Trap
• Eliminate the Overhead Issue

After scouring the industry for something different that could give my clients and me some confidence about what to expect in the future, I finally found, not just an investment strategy, but a philosophy that would change my life and the way I viewed investing forever. This new paradigm has dramatically reduced the issue of performance losses and set me apart from 99% of the financial community, thereby making commoditization a non-issue, and focusing my business on one thing: creating more time in my life.

• Overcome Performance Losses
• Conquer Commoditization
• Take Back My Time

So, I was well on my way to solving my seven problems,
but the last two were biggies:

No matter what I 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 me nauseous to spend hours with a prospective client, pouring over statements and plans that I prepared just to be told "I appreciate your time... I'd like to think it over" (the kiss of death).

I also got tired of pounding the pavement and telling the same story to people who were not serious prospects, but rather tire kickers looking for some free advice. I needed some way to get the message out and have the serious players come to me.

The final part of my 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 pay me to do the analysis work that I had been doing for free.

I was choosing who I wanted to work with, not the other way around. This process positioned me as more than just your average planner. I am a coach. and I demand respect and structure if you want to be my client. It revolutionized my life!

• Eliminate Free Consulting
• Get More of the Right Clients

Here's What My 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 $2.5 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.

So, here's the deal: I help 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. I'm not out to conquer the world. I just want to help other advisors have the results and benefits that I have seen from using these strategies.

How can you start getting these results in your practice? It's easy. Come to my three-day introductory program and you can decide for yourself if this is the right program to help you take your business to the next level.

My three-day program is $1499. I will back it up with my MORE THAN YOUR MONEY BACK SATISFACTION GUARANTEE. If you come to Cincinnati and after two days decide this is not the program for you, I will reimburse not only the $1499 deposit, but your airfare and hotel expenses as well. I only want to work with people who are really committed to this program, so it wouldn't be right for me to keep your money if you are not 100% sure it's right for you.

In three days, I 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...

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.

I work with only 30 new advisors per quarter. I host training programs in my 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 a $2.5 billion investment coaching company is built, and how you can create a coaching experience for your clients unlike anything they have ever seen before.

To see if this program is right for you, it will cost you three days in Cincinnati – that's it. Remember... if you participate and decide it's not for you, I will reimburse your airline, hotel expenses, and deposit for the program – no questions asked.

If you would like to learn more about how you can transform your financial practice, complete the information below and I will send you a copy of my Seven Deadly Advisor Traps audio program and Advisor Awareness Guide at no charge. This package is a $99 value, and I will send it to you right away totally free – no strings attached.

I look forward to meeting you and helping you build a successful financial practice.

Keep It Real!
Mark Matson

P.S. Remember if you want the life-altering results (doubling or tripling your income, free time and personal satisfaction) that hundreds of other successful financial advisors are getting through this program; you can register for my three day introductory program RISK FREE.

P.P.S. This event has sold out every quarter for the past two years. I'm not sure how many I will be doing in the future, as demands on my time are getting to capacity. If you want in on this adventure, please don't put it off. I would love to help you transform your practice and your life right away!

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