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
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.