Matt Halloran’s Post

I interrupt your regularly scheduled scrolling for a special announcement… I am overjoyed, overstimulated, and over the moon (to be honest, I kind of live in that mindset most of the time!) to share that I am going to rock the stage as part of a star-studded panel – including Johnny Sandquist, Kelly Waltrich, Anthony M. Stich, and Shannon Rosic – at The MarketCounsel Summit from Dec. 4-7th!! So here's the deal: We’ll be sharing our thoughts on “Marketing to a New Crop of Investors.” You can’t treat them the same as your Baby Boomer or even Gen X clients. Nope. The MarketCounsel Summit is like the Oscars of the financial services industry, where the crème de la crème of independent investment advisors, service providers, and media gurus gather to hobnob and rub shoulders. And guess what? This won't be my first rodeo, oh no! It’s not even my second rodeo. This will be my THIRD time attending this incredible event, and I couldn't be more freaking stoked! (Side note: who decided that we’re supposed to have everything figured out after our *first* rodeo, anyways? I would imagine needing at *least* 4-5 rodeos before I felt any kind of confidence with the bulls) I’m so grateful to be included again this year. It's a true testament to ProudMouth's expertise and influence in the industry, and I can’t freaking wait! More to come. Maybe a selfie or six. 🤯 #BeYourOwnLoud #MarketCounselSummit #MSUM23