Hi, I’m Matt Eilers, the founder and private wealth adviser at Metalist Wealth Management. Since the end of 2023, I’ve had the pleasure of working with Aaron and Alex, and after a few months into our campaign, I can confidently say that their program is a game-changer.
What stands out the most is the caliber of clients I’m connecting with. It’s become routine to engage with families with a net worth of at least a million dollars or more. Their preparedness and willingness to engage during our first Zoom appointments are refreshing—they come ready with questions, information, and a genuine eagerness to explore financial opportunities.
The consistency and quality of these prospects are remarkable, spanning opportunities in fixed income planning and assets under management. It’s evident that Aaron and Alex’s program isn’t just about quantity but about connecting with high-potential clients who are genuinely interested in financial planning.
As I continue on this journey, I look forward to further leveraging the opportunities presented by Aaron and Alex’s program and serving as a trusted advisor to these exceptional clients.
