Title: Delivering Massive Value: The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
Publisher: Raab & Co.
Publication Date: 2023
Language: English
ISBN 13: 9798986026060
Binding: Hardcover
Condition: New

About this title

Synopsis

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 financial advisor Matthew Jarvis 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
(while taking more vacations)
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 runs an RIA practice in the Seattle suburbs which has been described as a 'hyper-efficient, highly-profitable, lifestyle practice. His time now is split between running his practice and coaching financial advisors on how to acheive (or even exceed) his own levels of success. Matthew is also the co-host of the wildly popular, Perfect RIA Podcast.

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