Yesterday we shared what motivates Matt Wilcox! Today we want to share with you specific ways he stands out in the financial services industry.
Matt says one of the areas he’s been able to focus on is business owners, and the types of financial planning they need for their business. I walk them through things like succession planning and exit strategies,” he says. “How do you retire? Do you leave the business to family members or some other successor?” In addition, Matt helps businesses be able to attract and retain key people. “It’s a different dynamic, they’re used to making important decisions and have a different emotional attachment than an individual,” he says. Matt says that if businesses trust him to help, he can help them focus on driving more business and not miss key pieces of the planning puzzle. That, he says, is something that definitely stands out with the service he provides. “The planning needs to be just as involved as their everyday business plan. If they take the time to sit down with us, we can make a bigger impact on their overall plan. We can also work with their individual employees and offer comprehensive individual planning which is an added value of working for that employer.” If you’re looking for a financial advisor, consider the professionals at Central Financial Group!
Do you like Matt’s philosophy on how financial planning can help your business? Would you like to connect with him? Contact Matt at email@example.com to learn more.
Matt Wilcox, Registered Representative
Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Central Financial Group (CFG) or Modern Muse are not affiliated. Additional products and services may be available through Matt Wilcox or CFG that are not offered through AIC. Securities email: firstname.lastname@example.org
Rethink your strategy with the help of Modern Muse.
Schedule your Intentional Growth Strategy consultation today!