DELIVERING MASSIVE VALUE
THE FINANCIAL ADVISOR'S GUIDE TO A HIGHLY PROFITABLE, HYPER-EFFICIENT PRACTICE
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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 practice into a highly effective value-delivering machine. Practicing advisor Matthew Jarvis CFP®, uses these exact strategies to run his own wildly successful investment 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
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Simple but powerful ways to consistently offer your clients more value
- Everything the "investment gurus" won't tell you about what really works
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.
ABOUT THE AUTHOR
Matthew Jarvis CFP ® started his career in financial services in 2003. Five years later he was still struggling to survive, up to his eyeballs in debt, generating just $300,000 of gross revenue with basically no profits. However by 2017 his practice passed $1M of revenue, he was taking 50+ days of vacation each year (154 including weekends) and Michael Kitces described his practice as "highly profitable and hyper-efficient" (http://www.kitces.com/7). Today Matthew's practice grosses more than $1.5M while he works just six months a year. In addition, The Perfect RIA advisor training platform he co-founded with Micah Shilanski CFP® is one of the most popular in our industry.
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