2024

NYX Awards - 2024 Gold Winner Winner

The American Dream Experience

Entrant Company

Matson Money

Category

Strategic Campaign - Event Campaign

Client's Name

Country / Region

United States

Experience Level

Internal Department

Over the past three decades, Matson Money has emerged as revolutionizing the financial industry, having developed the Matson Method, a comprehensive and innovative approach to investing. At the heart of this revolutionary approach is Mark Matson, the Founder and CEO of Matson Money, who has combined insights from behavioral economics, finance, neuropsychology, and human performance studies to create an innovative investing science.

Mark Matson's visionary leadership drives the firm's globally diversified structured funds and spearheads Matson's advisor and investor coaching initiatives. According to Mark, investing is not just about constructing an efficient portfolio; it requires guiding investors to remain disciplined and focused on their long-term objectives throughout their lifetime. To accomplish this, advisor coaches who have mastered the Matson Method and employ cutting-edge coaching strategies can play a vital role in cultivating prudence and discipline in investors.

In 2017, Mark's visionary idea materialized into Matson Money's flagship event – the American Dream Experience. This potentially transformative event immerses participants in a profound exploration of economics and investing, empowering them to shape their financial futures with confidence. Mark's passion for sharing his investing philosophy with the public prompted the expansion of the American Dream Experience in 2022, as it reached investors in Canada and Puerto Rico through "Breakthrough Investing," a program thoughtfully tailored for a global audience.

Matson hosts the American Dream Experience four times a year, providing a free, educational, two-day seminar that coaches investors to alter their relationship to money and invest in a way that can leave them and those they care about powerfully pursuing their dreams. Since its inception in 2017, Matson has hosted 22 American Dream Experiences with over 4,855 families having already attended. (as of 02.27.23) With Matson’s Brand Ambassador program, advisors are training to lead the American Dream Experience in their cities, focusing on Matson’s mission of creating the ideals of the American Dream as a global phenomenon. Matson Money Coaches have co-led with Brand Ambassadors 85 American Dream Experiences with 1,709 families attending across North America. (as of 02.27.24) (see PDF for Disclosures)

Credits

Founder and CEO, Matson Money
Mark Matson
2024
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Category

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Country / Region

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