About Matthew Bellis
Matt has been a successful businessman/entrepreneur for well over 30 years. His expertise in problem-solving and small business development has been key to the development and growth of numerous small businesses throughout his career.
As a dedicated business consultant in the Financial services industry for over 10 years, he’s developed a simple and effective process for Financial Advisors and Leaders to increase productivity, revenue, and growth well beyond their norm…with little disruption to their daily routine.
“Advisors and Leaders have always been taught and trained how to be a good Advisor or a good Leader but haven’t been trained how to maximize productivity, revenue, and growth …to be good business people.”
As such, Matt has 2 rules for Business Growth:
#1: Determine the common qualities and characteristics of the top 20% (20%er’s) of your client book and their average dollar value to your business.
#2: To consistently increase or maximize productivity and revenue, Advisors must consistently complete new “warm” 1st appointments with prospects who generally duplicate their 20%er clients.
Matt teaches Financial Advisors a simple and uncomplicated way to quickly and effectively market to their current and future best clients. This results in a steady schedule of personally introduced and endorsed new warm 1st appointments on an ongoing basis with the high quality friends and colleagues of these best clients.