The Performance System
&
Warm Introductions 2.0

Expertise

Vader

Darth Vader Complex

You’re working for the evil Empire.
Face it, people don’t trust you! This is the market’s predominant “Worldview.” And no matter how much you protest or try to persuade otherwise, people can’t seem to get past that hard mask… Financial Advisors only have a selfish interest.

Traditional Story

Traditional Story

Modern Story simplifies prospecting for new clients, client acquisition, and client endorsed warm introductions. If your best clients aren’t personally introducing you to their quality relationships, it’s because your story isn’t being talked about.

Busniess Plan

Business Plan 2026+

Experienced Financial Advisor, can quickly learn to comfortably grow your revenue and your income on an ongoing basis by transforming your Quality Clients, the clients you’d love to replicate, into incredibly productive Centers of Influence.

New Skills

Maximize Two Crustal Skills

PRODUCTIVITY & GROWTH
A simple and effective marketing process that is comfortable for your clients, prospects and you. A process that is subtle and not salesy. It’s not enough to have the knowledge and skill to do a KT, FNA appointment, and a carry back presentation

Matt’s Top Posts

Vader Complex

  • “THE DARTH VADER COMPLEX” – PEOPLE DON’T TRUST YOU

    To increase productivity and revenue in today’s attention deficit world, understanding and respectfully addressing a person’s “Worldview” is the payment we must make to get their attention.

    These people, who are your quality best clients and quality prospects have some pretty strong opinions about you. However, you have the power to turn them into your best trumpeters… Client Advocates.

    Several years ago we conducted a series of focus groups across the U.S. We spoke to a variety of people who are just like your clients.

    We learned that Financial Advisors and the Industry are perceived in a rather unflattering light; “used car salesmen”, “in it for themselves” and “just want to get their hands on my money” were among the comments we heard.

    But the one that really stuck with us was this: “They are all a bunch of Darth Vader’s, working for the Evil Empire”.

    Darth Vader Complex

    The Darth Vader Complex

    Face it. This is the market’s predominant “Worldview.” And no matter how much you protest or try to persuade otherwise, people can’t seem to get past that hard mask.

    Many simply assume that Financial Advisors only have a selfish interest.

    Is that unfair? Probably. But whether conscious or unconscious, it’s an ingrained stereotype, a go-to perception.

    When Advisors effectively address the “Darth Vader Complex”, productivity and revenue consistently increase far beyond the norm.

  • YOU NEED 2 DIFFERENT SKILLS TO MAXIMIZE PRODUCTIVITY AND GROWTH

    The service being provided and the marketing of the your service.

    It isn’t enough to have the knowledge and skill to do a KT, an FNA appointment, and a carry back-plan presentation appointment for a prospect.

    It doesn’t matter if you have no other prospects to see?

    You need a simple and effective marketing process that is comfortable for your clients, prospects and you. A process that is subtle and not salesy.

    Here’s how one Advisor I worked with explained it:

    “Matt Bellis made the comparisons to our family farm. (My husband and I have a successful farming business) and the fact that there were two separate aspects of that business as well.
    There was the actual farming of the crops and, of course, there was the marketing of the grain and other business decisions that were vital to our success.

    Farming and Marketing… two separate skills and both had to be learned.

    I can tell you that there were plenty of excellent farmers that could raise an unbelievable crop, but they weren’t marketers, and they certainly were not good businessmen. Consequently, they are no longer in business.

    Similarly, it isn’t enough to be able to put together a good FNA for a client and have the knowledge and expertise to help them understand and implement the solutions.

    What does it matter if I don’t have anyone to see? I need to have a simple, comfortable and effective marketing system. That is what Matt’s mentoring and coaching was all about.”

    L.A. – Iowa

  • “THE 5 MINUTE CALL” – CREATE CLIENT INTRODUCERS/ INFLUENCERS NOW

    Client Introducers

    The 5 Minute Call is a simple phone call to the clients you’d like to replicate, your best clients. On this simple scripted call, most of these clients will agree to give you permission to discuss introducing you to their relationships who mirror them.

    This call has a huge impact on business growth because the way you currently conduct business – freely giving your knowledge and your time – is framed in a new and effect way that sets your service and you apart from the rest.

    When you are perceived as a giver, your clients feel good about themselves and about you. They’ll are open to you because they realize you are not a taker.” (Darth Vader Complex)

    Because of the way you subtly frame your giving, your clients and prospects experience something remarkable about you… something that sets your service and you apart from the rest.
    The 5 Minute Call is an essential tool in transforming your best qualified clients into Client Introducers.

  • A MODERN STORY SIMPLIFIES QUALITY CLIENT ACQUISITION

    A Modern Story simplifies prospecting for new clients, client acquisition, client endorsed warm introductions, and recruit acquisition 

    I’ve talked with countless Financial Advisors and, for the most part, their traditional stories are basically the same. There is nothing remarkable about them.

    These traditional stories focus on where they went to school, the degrees they’ve earned, their expertise, their charitable work, their family, etc.

    If your best clients aren’t warmly referring or personally introducing you regularly to their quality relationships, it’s probably because your traditional story iisn’t being talked about.

    Traditional stories are not remarkable, so consistent quality client acquisition is difficult, as is growing a large book of quality clients.

    A Modern Story “IS” remarkable because it is framed to address the predominant worldview of the market… the well-documented distrust of Advisors and the Financial Industry.

    (See The Darth Vader Complex)

    This conscious or subconscious mistrust is the reason most Financial Advisor’s marketing efforts only produce slow growth and it’s the reason the framing of your story is so important. It must be subtle.

    Any form of hype or selling will generally shut the door of opportunity.

    Help Me!

    When you convey this worldview the right way, not only will your best clients respond to you, they will also talk about you and personally endorse and introduce you to their network of quality relationships… consistently.

    So, to rapidly and consistently increase your quality client acquisition, your book of quality clients, and the number of quality recruits test a Modern Story.

/* Make header smaller height-wise */ .site-header, #masthead { min-height: 60px !important; padding-top: 10px !important; padding-bottom: 10px !important; } /* Hero image text – transparent overlay */ .wp-block-cover__inner-container { background: rgba(50, 0, 0, 0.4) !important; padding: 30px !important; border-radius: 10px !important; } .wp-block-cover__inner-container h2 { color: #ffffff !important; text-shadow: 2px 2px 4px rgba(0, 0, 0, 0.5) !important; } /* Reduce padding below “Expertise” heading */ .wp-block-heading.alignwide.has-text-align-center { margin-bottom: -500px !important; padding-bottom: -500px !important; } /* Bring carousel closer to Expertise heading */ .image-carousel-container { margin-top: -500px !important; }