Chief Executive Officer, Red Rock Strategic Partners
An Inside Look at Today’s New Tech Landscape: How Advisors are Leveraging the Latest Technology to Grow Their Businesses and Better Serve Their Clients
At the end of this session, participants will be able to understand the latest trends and best practices for incorporating technology into their practice, embrace technology resources to increase efficiencies and better serve their clients and also anticipate the changing technology landscape and future opportunities for tech adoption into their practice.
Matt Johnston began his career at the age of 23, consulting exclusively to the retail brokerage industry. Johnston sought to help retail brokers, managers and teams grow their practices and add more value to clients. Over the course of seven years, he worked with more than 4,000 financial advisors in every major firm on Wall Street and built or developed more than 100 teams per year.
In 1998, Johnston joined Smith Barney. He held senior-level roles in professional development, business development, marketing, national sales, fee-based asset management and wealth management. Additionally, Johnston worked in the branch system as a client advisor and branch manager. Johnston also served as the director of business development for Regions Financial/Morgan Keegan before launching Red Rock Strategic Partners.
Today, Johnston is the chief executive officer of two privately held businesses. Red Rock Strategic Partners specializes in execution within the financial services industry. Johnston’s firm works with financial organizations throughout the United States. He is also the chief executive officer of Red Rock Advisors which helps middle-market private companies confront and implement effective business transitions and exit events. He has been quoted in industry publications such as Wealth Management Magazine and Research Magazine and has spoken at various industry conferences such as the Banking, Insurance and Securities Association (BISA) and the Investments & Wealth Institute. Johnston resides in Athens, Georgia, with his wife and four children.