Matt Hylland

Questioner
DISC Type : c

Financial Advisor at Arnold and Mote Wealth Management

North Liberty, Iowa, United States

Overview

Matt Hylland is a fiduciary financial planner and partner at Arnold and Mote Wealth Management. He leverages a unique background as a former material science technician for the U. S. Department of Defense to provide clients with meticulous, fee-only financial advice. He holds a Bachelor of Science in Physics from Appalachian State University.

Outside of work, Matt is an avid reader of history, particularly financial history, and enjoys international travel with his wife and son, having visited twelve countries. He lives in North Liberty, Iowa, where he is actively involved in his community as a Neighborhood Ambassador.

Unique fact: Matt transitioned into finance after a decade-long career as a science technician at a U. S. Navy shipyard.

Personality Overview

Systematic

Price-Sensitive

Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Topics They Care About

Fiduciary Financial Advice
His practice is built on a flat-fee, fee-only model, driven by a passion to provide advice that avoids the conflicts of commission-based products.
Tax-Efficient Retirement
Frequently writes and speaks on complex retirement topics, including tax-efficient withdrawal strategies, Social Security, and managing Medicare (IRMAA) costs for retirees.
Financial Literacy
Runs the personal finance blog "Begin To Invest" and works as a freelance writer to educate and empower people outside of his direct client base.

Media Appearances

Matt has no verified media appearances

Work History

11-2019
Financial Advisor at Arnold and Mote Wealth Management
12-2015 - 11-2019
Investment Advisor at Hylland Capital Management, LLC
9-2015 - 11-2019
Founder at Hylland Capital Management, LLC
6-2017 - 10-2019
Personal Finance Freelance Writer at freelance editor/writer
12-2010 - 8-2017
Physical Science Techncian at US Federal Government

Education

2005 - 2009
B.S Physics from Appalachian State University

More Information

Social Presence :

Prographics :

Exp : 14 Location : North Liberty, Iowa, United States Job Level : N/A Designation : Financial Advisor at Arnold and Mote Wealth Management
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Matt

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Matt take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Matt

Personality Compatibility


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