You’re Welcome!

Sometimes in life it’s not what you do that matters, it’s what you don’t do. One of the hardest things for an adviser to do is to demonstrate the value and worth they bring to their clients. Sometimes clients may ask questions like “Why am I paying fees? Can’t I do this myself? What am I getting out of this relationship? Can’t I just buy index funds or ETFs and do the same thing?” Ours and the adviser’s job is to help identify any massive mistakes avoided and the potential opportunities enjoyed because of the adviser/client/Matson Money relationship.

Check out this critical, no-miss episode of Matson Money Live! that is based on the Disney smash hit song “You’re Welcome” from the movie Moana. Every adviser should see, analyze, and share this with clients as we kick off a new year!

Best regards,
Mark