Matthew Lytell

Questioner
DISC Type : c

Wealth Management Advisor at Riverwalk Wealth Advisors

Tampa, Florida, United States

Overview

Matthew Lytell is the Founder of Riverwalk Wealth Advisors, a member of Northwestern Mutuals exclusive Private Client Group based in Tampa, FL. He specializes in creating financial strategies for affluent clients and has received numerous industry accolades, including from Forbes, Barrons, and the Financial Times. He holds dual majors from Syracuse University.

Outside of his professional work, Matthew is a family man who resides in Tampa with his wife, Mili, and their two children, James and Ainsley. He and his firm have also been listed as supporters of the Museum of Fine Arts in St. Petersburg.

Matthew has been recognized by Barrons as one of the "Top 1, 200 Financial Advisors" for multiple consecutive years, highlighting his consistent high performance in the industry.

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Topics They Care About

High-Net-Worth Planning
His practice is built around advising affluent clients on complex financial issues and creating multi-generational impact for their families.
Financial Industry Recognition
He has been repeatedly named to top advisor lists by Forbes, Barron's, and InvestmentNews, indicating a focus on professional excellence and reputation.
Long-Term Financial Security
A core theme of his professional approach is developing comprehensive financial plans to help clients achieve their long-term life goals.

Media Appearances

Matthew has no verified media appearances

Work History

1-2005
Wealth Management Advisor at Riverwalk Wealth Advisors
3-2001 - 1-2005
Vice President - Director of the Private Client Group at Raymond James
Field Vice President at American Express Financial Advisors

Education

1986 - 1990
BS from Syracuse University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Tampa, Florida, United States Job Level : Senior Designation : Wealth Management Advisor at Riverwalk Wealth Advisors
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Insights For Selling To Matthew

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
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew 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 Matthew

  • 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 Matthew move?

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

  • Can Matthew take some risk or not?

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

You And Matthew

Personality Compatibility


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