Forrest Wallace Cato interviews Mark Matson, RFC

Mark Matson is the CEO and founder of Abundance Technologies, of Cincinnati, Ohio. Abundance specializes in money management and the coaching of financial services advisors, focusing on assisting them in becoming a coach to their clients. Mark is a veteran participant in coaching programs, and he ha...

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Bibliographic Details
Published in:Financial Services Advisor 2003-05, Vol.146 (3), p.15
Main Authors: rest Wallace Cato, Matson, Mark
Format: Article
Language:English
Subjects:
Advisors
Commodities
Conferences
Estate planning
Fees & charges
Financial planners
Insurance policies
Inventory
Investment advisors
Matson, Mark
Mentors
Professional development
Seminars
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Summary:Mark Matson is the CEO and founder of Abundance Technologies, of Cincinnati, Ohio. Abundance specializes in money management and the coaching of financial services advisors, focusing on assisting them in becoming a coach to their clients. Mark is a veteran participant in coaching programs, and he has adapted proven coaching principles to help advisors assume a new role and receive new revenues. Matson also manages over $500,000,000 in assets for investors across America. In an interview, he discusses how and why he transformed from being a planner to a portfolio manager to a financial coach. He describes about what sales methods work for him and for other financial coaches. Matson also talks about what people have played key roles in his success, and the lowest and highest points of his career.
ISSN:1524-7589