Matthew Sweat

Captain
DISC Type : DS

Registered Representative & Investment Advisor Representative-Owner-Deep South Financial at The Leaders Group, Inc.

Dublin, Georgia, United States

Overview

Matthew Sweat is a financial advisor and owner of Deep South Financial, specializing in wealth transfer strategies for families and businesses. He focuses on creating paths for multi-generational sustainability. Matthew holds a BBA from the University of Georgias Terry College of Business and an MBA from Georgia Southern University.

Personality Overview

Consummate Professional

Dynamic But Sincere

Output-Driven

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Wealth Transfer
Specializes in wealth transfer strategies for families, family offices, and small businesses to ensure multi-generational sustainability.
Legacy Concepts
Helps clients chart a path for the future by focusing on legacy concepts and ensuring their financial plans endure for generations.
Family Life
He is married with two young children, ages 8 and 6, who he describes as the lights of his life.

Media Appearances

Matthew R. Sweat – TLG Advisors (PDF). Featured in TLG Advisors (The Leaders Group, Inc.)

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Matthew R Sweat - Broker at THE LEADERS GROUP, INC.. Featured in FINRA BrokerCheck

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Work History

1-2021
Registered Representative & Investment Advisor Representative-Owner-Deep South Financial at The Leaders Group, Inc.
6-2019 - 1-2021
Registered Investment Advisor at Southern Oak Advisory
10-2013 - 5-2019
Registered Investment Advisor at M Financial Group
5-2012 - 5-2019
Financial Planner at GFG Strategic Advisors
Loan Officer at First Laurens Bank

Education

1996 - 1999
Bachelor of Business Administration (BBA) from University of Georgia - Terry College of Business
2006 - 2007
Master of Business Administration (MBA) from Georgia Southern University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Dublin, Georgia, United States Job Level : Junior Designation : Registered Representative & Investment Advisor Representative-Owner-Deep South Financial at The Leaders Group, Inc.
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Matthew

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Matthew take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Matthew

Personality Compatibility


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