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Mark Matson's $7.6-billion DFA TAMP exits Schwab custody as it sets $100-billion AUM goal

With 'reset' mindset, Matson Money trains his advisors to meet with investors en masse following a Weight Watchers script

Authors Brooke Southall and Irwin Stein May 10, 2017 at 9:08 PM
1 Comment
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Mark Matson: Our values and Schwab's values are different.

TAMPs


Trent Benedetti

Trent Benedetti

November 18, 2017 — 4:51 PM
As ine of those trained evangelizing preachers aka coadvisor with Matson Money I have not found the logistics of group client events to be an impediment. With 30 years of practice I can honestly say clients are better served with the group coaching model than at any time prior to usi g tbe Matson Money model.

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