EP12: Asset Gatherer vs. Money Manager: Building a Practice of Value with Matt Hutchinson
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EP12: Asset Gatherer vs. Money Manager: Building a Practice of Value with Matt Hutchinson
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In this episode of the Top One podcast, co-hosts Jerry Corless and Chas Emerson welcome Matt Hutcheson, co-owner of Wellness Financial Advisors in Nashville, Tennessee, to discuss the asset gatherer model versus the money manager model. Matt shares his 28-year journey in the financial industry, including a past experience where he and his business partner realized their self-built investment models consistently underperformed the benchmark.
Matt explains their decision to shift completely to an asset gatherer, relationship-focused practice, which involves outsourcing investment selection to professional strategists like BlackRock, Vanguard, or Fidelity. The value they now add is focused on superior service and providing holistic financial counsel to clients, including discussions about taxes, insurance, major purchases, and lifestyle goals, rather than just investment returns
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