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:
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.