Michelle Matson

Michelle Matson

Vice President | Financial Advisor Education & Development | Marketing, Training & Account Management | Author & Host

Location
Cincinnati Area
Industry
Financial Services

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Michelle Matson's Overview

Current
  • Vice President, Wealth Coach & Marketing Expert | Serving Nationally at Matson Money
  • Financial Advisor Education, Development, Training & Management at Matson Money
  • Author of Financial Books, Educational Materials & Publications | Co-Host of Matson Money Live! at Matson Money
Past
  • Vice President at Abundance Technologies, Inc.
  • Marketing Director at Matrix Asset Allocation, Inc.
  • Client Coordinator at Matson Financial Group
Connections

413 connections

Websites

Michelle Matson's Summary

Michelle Matson’s 20+ year history in the financial services industry has given her the knowledge and experience necessary to develop, coach, train and educate financial and investment advisors to succeed. Since learning the business from the bottom-up, Michelle has had the unique opportunity to experience all aspects of building and running a financial organization hands-on, from investor accounts to marketing, training, writing and developing training programs and materials.

As Vice President of Matson Money, Michelle exercises her skills and understanding of the financial field to develop training tools, educational materials and programs for investors and financial advisors. Matson Money, a multi-faceted investment organization, has grown to over $4.5 billion in assets as of Oct 2013, providing investment management, training, and coaching for financial professionals and investors alike. Matson Money is the only firm that provides a 360 degree solution for transforming and leveraging the financial practice, including marketing, asset management, back office solutions and more.

While Michelle continues to focus on Matson Money’s financial and investment advisors, her passion for coaching others has led her to focus on women and investing, authoring the popular book, Rich Chick: The Nine Must-Have Accessories Every Girl Needs to Create Financial Confidence, Independence, and Freedom... the Smart Way. As co-host of the Matson Money Live! Show, Michelle is also a frequent contributor to such financial publications as Forbes and Forbes Woman, as well as hosting regular female-focused financial events that highlight the importance of investing in your financial future and making it a priority.

Specialties

* Women & Investing
* Financial Advisor Training, Coaching & Education
* Investment Planning, Development & Management
* Marketing, Advertising & Copyrighting
* Educational Tool Development
* Practice Building
* Asset Management
* Passive Management
* Free Market Investment Advising
* Registered Rep & RIA
* Modern Portfolio Theory
* Efficient Market Hypothesis
* Dimensional Fund Advisors

Michelle Matson's Experience

Vice President, Wealth Coach & Marketing Expert | Serving Nationally

Matson Money

Public Company; 11-50 employees; Investment Management industry

August 1992Present (22 years 2 months)

Financial Advisor Education, Development, Training & Management

Matson Money

Public Company; 11-50 employees; Investment Management industry

August 1992Present (22 years 2 months)

Author of Financial Books, Educational Materials & Publications | Co-Host of Matson Money Live!

Matson Money

Public Company; 11-50 employees; Investment Management industry

August 1992Present (22 years 2 months)

Vice President

Abundance Technologies, Inc.

20002009 (9 years)

Marketing Director

Matrix Asset Allocation, Inc.

19932000 (7 years)

Client Coordinator

Matson Financial Group

Public Company; 11-50 employees; Investment Management industry

19921993 (1 year)

Michelle Matson's Publications

  • Rich Chick

    • 2009
    Authors: Michelle Matson

    Rich Chick is for women who want to have the confidence, independence, and freedom that taking charge of their financial future can provide. Based on the concept that every woman deserves to feel confident and secure about her financial future, Rich Chick makes investing and saving for retirement simple, fun, and doable for every woman. Any woman can be the heroine of her own "happily ever after" and become a Rich Chick!

  • Put Your Wallet On A Diet

    • Forbes
    • January 7, 2011
    Authors: Michelle Matson

    Sure fire ways to slim down your spending and fatten up your wallet in the New Year.

  • What Your Holiday Gift Says About Your Relationship

    • Forbes
    • November 29, 2010
    Authors: Michelle Matson

    Whether you’re in a new relationship or committed partnership, the exchange of holiday gifts is like a relationship pop quiz. What you give and get this year will be analyzed for its underlying meanings of affection, understanding and commitment—and may send a signal you hadn’t anticipated.

  • Top 10 Money Fears And What To Do About Them

    • Forbes
    • September 23, 2010
    Authors: Michelle Matson

    Like it or not, money is an emotional subject. It affects how we live and work, dictates how we spend time and influences our relationships.

  • Separate Or Joint Accounts?

    • Forbes
    • March 17, 2010
    Authors: Michelle Matson

    Should you mingle your money with your significant other?

  • Changes to Take-Home Pay Highlight Need for Savvy Saving

    • Women Advisors Forum
    • January 22, 2013
    Authors: Michelle Matson

    Most Americans are going to see some kind of decrease to their take-home pay following the political wrangling over the fiscal cliff that ushered in the New Year.

  • What Election Day Means for Your Financial Future

    • Women Advisors Forum
    • November 5, 2012
    Authors: Michelle Matson

    What does the result of the 2012 presidential election have to do with your financial security? The candidates and special interest groups are all trying to tell you how the election will affect your future both financially and socially for years to come.

  • Being a Super Hero for Your Clients

    • Women Advisors Forum
    • October 5, 2012
    Authors: Michelle Matson

    If you’re really going to be a hero, you have to help your clients navigate through all of the mixed messages and financial garbage that they are bombarded with every day. Between financial gurus, talking heads and commercials aimed at tapping into fear, investors don’t stand a chance of having a successful investment experience without someone to translate and keep them on the right track.

  • What (I Hope) Our Summer Vacation Taught Our Kids About Money

    • Women Advisors Forum
    • September 10, 2012
    Authors: Michelle Matson

    As a mother who is a professional in the financial industry, it seems like I should have the “right” answers for how to teach kids to be responsible with money. Yet, I find myself regularly questioning if I’m setting them up for the reality of how money works and how to respect and appreciate it.

Michelle Matson's Skills & Expertise

  1. Investments
  2. Asset Management
  3. Management
  4. Marketing
  5. Training
  6. Coaching
  7. Finance
  8. Financial Advisory
  9. Investment Management
  10. Financial Services
  11. Program Management
  12. Accounting
  13. Wealth
  14. Strategic Financial Planning
  15. Asset Allocation
  16. Investment Advisory
  17. Portfolio Management
  18. Wealth Management
  19. Mutual Funds
  20. Retirement Planning

Contact Michelle for:

  • expertise requests
  • getting back in touch

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