Name: Matthew Friedson
Designations: None (but ChFC / CLU it is on my 2018 plan)
Company: Greenberg, Wexler, & Eig
Years in the Industry: 11.5 years
Hobbies: travel, golf, spending time with friends and family
What are you most passionate about professionally?
Solving problems for business and families….even if it means making less commission on a transaction. Educating the people I work with to make informed decisions and being a strong advocate for my clients when negotiating on their behalf in the market place. I strive to be honest and transparent and to treat clients like family. I am also passionate about our industry’s important role within the context of estate and business planning.
I am passionate about my wife, my family, and my core group of close friends (many of whom are from kindergarten).
What’s your biggest accomplishment?
Personally it is getting married to my wife Jessica two years ago. Professionally, it is being trusted by other prominent advisors around the personal wealth and corporate planning arenas in Washington and around the country with their clients. And it goes without saying but also being honored as 4 Under 40 is right up there as well.
What problems do you consistently solve for your clients?
No client is the same so the solutions are almost always different. That said, of the ~125 cases I wrote last year many of them were basic financial security needs for families. That said, I also work on a substantial amount of more complicated cases in the business succession and estate planning arena and also run our firm’s life settlement practice.
What weakness do your friends and family know you for?
I am fairly analytical and like to truly understand things inside and out but I can also be told that I over think things at times.
What are you complimented on most in your work?
My hard work, dedication, and my “bedside manner”. I work hard to speak to people in a way that I am not “selling” something to them but am consulting with them and helping them make smart choices for their family / business. I am often complemented for the work that I don’t do. I often tell clients that they are find with what they have or that they might not need as much insurance.
Why are you a NAIFA member?
Not only has it been very helpful for me from a networking perspective (see answer below) but also from an educational perspective as well. NAIFA offers a great way to meet and get to know other people who are as passionate about the life insurance industry as I am but from different firms and often with differing perspective. I always learn something new or meet someone new every NAIFA event that I attend.
How has NAIFA made a difference in your practice/life?
I can truly say that I would not be here on this stage (and certainly not as successful in the business) without NAIFA. My past partner who is now retired, George Reese, was a very active member of NAIFA and I connected with Keith Eig, who is a Partner at my current firm GWE, while receiving a quality business award at a NAIFA luncheon.