Matt Jackson, CFP®

Evaluator
DISC Type : sdc

Financial Advisor at RBC Wealth Management

Phoenix, Arizona, United States

Overview

Matt Jackson is an Associate Vice President and CERTIFIED FINANCIAL PLANNER™ at RBC Wealth Management, where he helps Millennials and Gen Xers achieve financial freedom. An MBA graduate from Grand Canyon University, he specializes in creating personalized plans for high-performing professionals and business owners.

Originally from Melbourne, Australia, Matt moved to Phoenix to play Division 1 college basketball for Grand Canyon University. Now married, he enjoys hiking, golf, and watching sports like Formula 1 and Premier League soccer. He also spends time with his wife, Peyton, and their Aussie Mountain Doodle, Mavis.

Unique fact: At 68", he moved from Australia to Arizona at 19 to pursue a collegiate basketball career while earning his degrees.

Personality Overview

Quality Focused

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Financial Freedom
His core professional mission is guiding Millennials and Gen X'ers to achieve their ambitious financial goals for their families and businesses.
College Basketball
He was a Division 1 scholarship athlete, playing four seasons as a forward for Grand Canyon University after moving from Australia.
Mentoring Students
Enjoys giving back to the community by speaking to financial planning students at his alma mater, Grand Canyon University.

Media Appearances

Matt has no verified media appearances

Work History

6-2019
Financial Advisor at RBC Wealth Management
5-2014 - 3-2019
Student Athlete, Basketball at Grand Canyon University
9-2017 - 5-2018
Grand Canyon Beverage Company - Barista at Grand Canyon University

Education

2017 - 2019
Master of Business Administration - MBA from Grand Canyon University
2014 - 2017
Bachelor's degree from Grand Canyon University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Phoenix, Arizona, United States Job Level : N/A Designation : Financial Advisor at RBC Wealth Management
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Matt

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Matt take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Matt

Personality Compatibility


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