Matthew Benson, Cfp® Email & Phone Number

Chandler, Az, Us

Chandler, Arizona, United States

I love my job. Every day I get to help people navigate THEIR financial picture. The financial services industry can be daunting and I take a lot of pride in running an independent firm where we can help our clients sort out what is in their best interest. Our planning includes, but is not limited to: cash management and tax planning, investments, risk management and insurance, and estate planning.

Tempe, Az

Scottsdale, Az

-Worked in a dual-role combined with Client Relationship Associate.-Assisted prospective and current clients in bringing assets to Vanguard by building rapport, helping them to understand the benefits of consolidating assets at Vanguard as well as the benefits of simply investing at Vanguard in general.-Provided customer service going above and beyond the clients expectations by giving them an overview of the asset transfer process, reaching out to their current financial institution to get the ball rolling, and pre-filling the paperwork for clients.-Educated the client on Vanguards philosophy and how to invest their money when they bring it over.

Scottsdale, Az

- Serviced clients in a professional contact center, built relationships and developed loyalty by providing a great experience for all clients, and showed the ease of use of our products and Vanguard.- Enhanced the client experience by fully understanding their situation through asking open-ended questions, active listening, and building trust.-Assisted clients in constructing portfolios that matched their risk tolerance considering their time horizon and objective of their money.

Scottsdale, Az

-Supervised 30 new hire employees at an offsite location and 23 at an onsite location.-Led discussions on studying for both the Series 7 and Series 63.-Met with individual employees to further assist them in passing their licensing exams by holding them accountable, reviewing topics, and showing them their progress.-Managed each employees progress through Excel

Greater Nashville Area, Tn

• Supervised, motivated, and led an organization of 15+ salespeople each summer for direct sales• Conducted 50+ group informational sessions and 200+ individual interviews• Facilitated meetings throughout the year on advanced sales, leadership, and management training• Developed managerial, public speaking, and advanced sales skills through over 300+ hours of training• Personally recruited and trained 12 first year salespeople for direct sales• Conducted nightly individual coaching calls in goal setting, positive attitude, self motivation, time management, and advanced sales techniques• Personal Retail Sales over $137,000 combined during three summer selling periods

Lincoln, Nebraska Area

• Started the Zeta Upsilon chapter of Pi Sigma Epsilon at UNL, a business fraternity with emphasis in Marketing, Management, and Sales• Recruited 7 executive board members as well as an additional 17 founding members• Communicated with nationals and UNL throughout the start-up process• Created and directed Advisory Board• Directed meetings and managed executive board

Lincoln, Nebraska Area

• Called prospects to set up appointments to sell 401k administration, Medicare supplements and long-term care insurance• Built relationships with prospective clients

Bachelor Of Science, Finance, Minor Management

Activities and Societies: Pi Sigma Epsilon, Residence Hall Association, Heartland Big Brothers Big Sisters, Knights of Columbus

Bachelor Of Science (B.S.), Finance, General

Activities and Societies: Pi Sigma Epsilon - Zeta Upsilon,