Matthew Jarvis CFP®

DELIVERING 
MASSIVE VALUE

THE FINANCIAL ADVISOR'S GUIDE TO A HIGHLY PROFITABLE, HYPER-EFFICIENT PRACTICE

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 
  • ​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. 

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$14.95
$24.95
Please be informed we do not ship internationally. If outside US please order the book directly from Amazon.

Upon purchase, you will receive an email with your PDF format of the book. 

The delivery for the paperback version should take approximately 2 to 3 weeks.

If you prefer the Kindle version of the book, please visit Amazon.

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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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