Dan Matheny [LION]

Current

• Internal Wholesaler at Transamerica Capital Inc.
• Investment Advisor at Solutions Financial Group (Sole Proprietorship)

Past

• National Account Representative at SFG-Signil (Sole Proprietorship)
• Territory Manager at Klexis Medical Technologies
• Senior Account Representative at EBook-Keeper

1 more...

Recommended

3 people have recommended Dan

Connections

57 connections

Industry

Marketing and Advertising

Websites

• My Company
• My Website

Dan Matheny [LION]’s Summary

All businesses need three things to be successful:

Systems-Implement key systems to create efficiencies in marketing and operations.

Leverage-Create opportunities where clients can be obtained in numbers. 1on1 sales are key, but increasing client numbers via group settings will provide leverage

Strategic Alliances-Create ongoing strategic alliances. Use SA’s for networking, referrals, system implementation and operations

At Solutions Financial Group, we provide resources, assets and tools in all three of these key tactical areas. Solutions to take you and your business to the highest levels.


Marketing- Emarketing solutions. We provide a system that allows you to gather client information, input it into a simple online interface. Our art department then custom designs full color brochures, coupons, fliers and newsletters for you to send out to your existing clients and prospects, all with the click of a few buttons.

Emarketing is one of the most effective methods to dramatically increase revenues. Our clients are seeing increases up to 10-17% OR MORE. The ROI is amazing.

Please contact me for a demo.

Accounting/Bookeeping- We have SA's with a dozen or so CPA firms across the front range. All of our firms work with businesses providing ongoing, monthly accounting not just year end tax services. If you are looking for a new CPA firm to work with, please contact me.

SFG- We invite you to discover the difference that professional management makes.

Our approach to managing money begins with actively managing exposure to risk. We offer a range of investment programs utilizing managed proprietary strategies for individuals, corporations, non-profit institutions, and endowments.

We welcome your questions and appreciate your interest in what Solution Financial Group offers. To speak with us, please call us directly at 1-303-946-0432,

Dan Matheny [LION]’s Experience

• Internal Wholesaler

  Transamerica Capital Inc.

  (Public Company; Investment Management industry)

  May 2008 — Present (3 months)

• Investment Advisor

  Solutions Financial Group (Sole Proprietorship)

  (Sole Proprietorship; 1-10 employees; Financial Services industry)

  February 1994 — Present (14 years 6 months)

Additional Information

Dan Matheny [LION]’s Websites:

• My Company
• My Website

Dan Matheny [LION]’s Groups:

UTC

•    LIONs "LI Open Networkers" member

Dan Matheny [LION]’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch