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Advisor Spotlight: Mark Matson on his $2.7 billion investment coaching business

The flamboyant personality has sold 400 advisors on his approach, which includes coaching and a passive investment strategy

Author Steve Garmhausen October 13, 2010 at 4:24 AM
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Mark Matson: You have to communicate with clients every single day. The technology of social media affords you the ability to do that.

Michele Free

Michele Free

August 15, 2012 — 3:36 PM

Thanks for this great, impartial, interview. Mark Matson is a dynamic speaker, very inspiring, ad his message is simple. Don’t try to predict the future. Let the future happen (being part of it), and then rebalance. I never get tired of reading his stuff and watching his videos.

I work for Investor Coaches Jeff Mathies and Nick Naseman in Colorado, at Prestige Wealth Management: http://www.PresWM.com

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