Member introduction template
Hi, my name is Steve Matson, I’m from Zanesville, OH and my company is Matson Retirement Planning. We’re in the Financial Services niche.
I want to get these things from Vanguards:
- New Business Growth in AUM
- Develop a more streamlined marketing system in house
- Using this increased growth to facilitate an easy transition for a succession plan
For fun, I like to:
- Spend time with my three young grandkids
- Go fishing in my backyard pond with my wife on a nice evening
- Travel to new places; we enjoy the mountains of Tennessee, historical locations, & beaches.