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Bonus Edition

DELIVERING MASSIVE VALUE

THE FINANCIAL ADVISOR'S GUIDE TO A HIGHLY PROFITABLE, 
HYPER-EFFICIENT PRACTICE
By Matthew Jarvis CFP®

"IF ALL THE PRACTICE CONSULTANTS AND MARKETING 
EXPERTS HAVE SUCH GREAT IDEAS TO SHARE, 
WHY AREN'T THEY USING THEM TO RUN 
THEIR OWN SUCCESSFUL PRACTICES?"

Finally, a book that offers not just ideas but proven strategies for transforming any financial planning practice into a highly effective value-delivering machine. Practicing advisor Matthew Jarvis CFP® uses these exact strategies to run his own wildly successful financial planning firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find:

  • Client scripts your team can use today
  • The trials and tribulations of Jarvis' rise to success 
  • ​Simple but powerful ways to consistently offer your clients more value
  • Everything the "investment gurus" won't tell you about what really works
  • ​+ Bonus Content with enormously beneficial information and action items you should implement ASAP

Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system. Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration - with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible. 

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ABOUT THE AUTHOR

Matthew Jarvis CFP® 
In 2020 Matthew’s firm, Jarvis Financial, ended the year with ~$1.5M in revenue on just shy of $200M of AUM and a 50%+ profit margin (EBOC), all while taking some 250+ ‘free days’ (days when he did not work). While this puts him at the pinnacle of ‘lifestyle firms’, it was a long and hard journey.

Just 10 years prior Jarvis was buried in debt, with a badly struggling practice and a morning routine of trying to figure out how to quit the industry without looking like a failure. Through several turns of fate (including an opportunity to be coached by one of the industry’s most successful advisors, Tom Gau), Jarvis clawed his way from near failure to the top of the industry. Today, in addition to running his ‘incredibly profitable and successful’ practice, Jarvis teaches other advisors how to duplicate his own success in their practice.

Matthew’s Delivering Massive Value, was listed as 2022 MUST READ by Kitces.com.
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We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice. 
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