Matt is a leading business development expert and growth strategist who has successfully navigated the unique challenges of scaling a wealth management practice. He founded, built, and successfully sold his own wealth management firm, growing it to over $150 million in assets under management. This firsthand experience gives him a rare and intimate understanding of the strategies required to build significant enterprise value in the advisory space.

With over 25 years of experience, Matt’s expertise lies in implementing proven sales and inbound marketing systems tailored for financial advisors. He translates his globally recognized skills into actionable strategies that help advisors attract high-net-worth clients, unlock held-away assets, and accelerate AUM growth.

After his success in wealth management, Matt founded and scaled two other companies, including a sales recruiting firm that was named the 4th fastest-growing company in Canada by Profit Magazine. His digital marketing firm won Hubspot’s prestigious North America Sales Enablement award for their work scaling businesses. This deep, cross-industry experience in building elite sales teams and scalable marketing engines is now focused on helping advisors overcome their biggest growth hurdles.

As an engaging speaker and thought leader, Matt shares his insights on what it truly takes to scale an advisory business. He has been featured on BNN and has written for prestigious publications like Forbes Magazine, Canadian Business, and Profit Magazine. Acknowledged for his sales and marketing acumen, Matt was a member of HubSpot’s Sales Advisory Council, won their North American Sales Enablement Award, and was named one of LinkedIn’s Top Most Influential Sales Professionals.