Kevin Price, Host of the Price of Business on Business Talk 1110 AM KTEK (on Bloomberg’s home in Houston) recently interviewed Matthew Moore .
About the interviewee
Matthew Moore, Founder of Clear Retirement Group, has been providing comprehensive wealth management services to C level executives and business owners for the past 7 years.
Tell me about your firm (number of employees, location, type of companies you work with, etc.).
Clear Retirement Group, headquartered in Portland, OR was founded a little over a year ago and currently operates as a solo advisor practice. We have a passion for working with entrepreneurial minded people. Our clients understand what it takes to run a business so we apply these same concepts in building their wealth. Given the recent success and positive feedback from clients, Clear Retirement Group hopes to continue to work with small to mid sized business owners on both the corporate retirement plan side as well as personal financial planning.
Tell us your story about reaching C-Level executives to do business?
I first started working with C level executives 7 years ago and I saw a need to bring their complete financial picture together and to manage it much like they would a business. The two main value points for executives that I work with is time and money. More importantly the leverage of time to provide them the ability to focus on family, business or hobbies and protecting and growing their money in a holistic manner. That was my value proposition, let me build your retirement while you continue to focus on your business. The problem with business owners is they try to wear too many hats. This can mean taking on things in their personal lives that would be better left for a professional.
Do you know of other examples of businesses being creative in this endeavor?
What lessons, if any, do you derive from these stories?
Key lessons from my experience is don’t sell a product to c level executives. They’ve probably heard the pitch or read about it a thousand times before you walk through that door. The key to working with business owners and executives is to provide true value. Find out what truly pains them and let them know how you can help.
Companies that Must Pitch to CEOS
Tell us why it is important to for you to pitch to the CEO.
CEOs are decision makers and they drive the direction of their company. They decide who they do and don’t do business with. Ultimately it is their trust I want. I’ve specifically built my practice to cater towards the needs of the small business owner and CEO so it is in meeting with these people that my value proposition is at its highest.
What are some unique things you have done to get the attention of CEOs?
I’ve become one myself. I struck out on my own in December of 2012 and followed my entrepreneurial passion. I gained a lot of respect and a common ground with the people I love to work with. It’s opened up doors to join groups and clubs once out of reach to me.
Tell us about the type of companies with which you like to do business.
I love to work with clients that own a small business (500k-5mil) with (1-50) employees. Usually they have a retirement plan for their employees and personal assets of 250k+. I work with a wide array of industries and sectors.
What suggestions do you have for others trying to reach CEOs.
Key lessons from my experience is don’t sell a product to c level executives. They’ve probably heard the pitch or read about it a thousand times before you walk through that door. The key to working with business owners and executives is to provide true value. Find out what truly pains them and let them know how you can help.
Contact information:
