Delivering Massive Value
The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
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Narrated by:
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Matthew Jarvis
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By:
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Matthew Jarvis
About this listen
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.
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Ryan Blair knows about building a business from the ground up. Like many entrepreneurs he had no formal business education. But he had great survival instincts, tenacity, and, above all, a "nothing to lose" mindset.Blair's middle-class childhood came to an abrupt end when his abusive father succumbed to drug addiction and abandoned the family. Blair and his mother moved to a bad neighborhood, and soon he was in and out of juvenile detention, joining a gang just to survive. Then his mother fell in love with a successful entrepreneur who took Ryan under his wing.
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I wouldn't read it again
- By Blahhhhhh on 01-07-13
By: Ryan Blair, and others
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Time, Money, Freedom
- 10 Simple Rules to Redefine What's Possible and Radically Reshape Your Life
- By: Ray Higdon, Jessica Higdon
- Narrated by: Ray Higdon, Jessica Higdon
- Length: 5 hrs and 28 mins
- Unabridged
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From living on Jess's wages as a makeup counter sales clerk, to achieving dramatic success as network marketing partners, to running a multi-million-dollar coaching and training company today, Ray and Jessica Higdon have built their lives on a shared desire for freedom and balance. With 10 simple rules for redefining what's possible in your life, this book will help you build confidence, shift your mind-set, and learn the tools to take control of your life and start on a path toward your own definition of freedom.
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INSPIRING‼️‼️
- By Melis03 on 06-10-21
By: Ray Higdon, and others
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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- By: David J. Mullen Jr.
- Narrated by: Allan Robertson
- Length: 8 hrs and 24 mins
- Unabridged
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Overall
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Performance
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Story
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike.
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Fantastic tips and practices
- By SS MacIntyre on 03-10-15
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Overdeliver
- Build a Business for a Lifetime Playing the Long Game in Direct Response Marketing
- By: Brian Kurtz
- Narrated by: Brian Kurtz
- Length: 8 hrs and 43 mins
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Overall
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Performance
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Whether you’re new to marketing or a seasoned pro, this book gives you a crystal-clear road map to grow your business, make more money, maximize your impact in your market, and love what you’re doing while you’re doing it. Author Brian Kurtz takes you inside the craft to help you use all the tools at your disposal - from the intricate relationship between lists, offers, and copy, to continuity and creating lifetime value, to the critical importance of multichannel marketing and more - so you can succeed wildly, exceed all your expectations, and overdeliver every time.
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1 of the best books on marketing - highly recommended
- By Patrick J. Stiles on 12-13-19
By: Brian Kurtz
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The Accidental Salesperson
- How to Take Control of Your Sales Career and Earn the Respect and Income You Deserve
- By: Chris Lytle
- Narrated by: Gregory Linington
- Length: 5 hrs and 46 mins
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Not all salespeople plan on a career in sales. Often, sales chooses them and suddenly they find themselves in a profession they aren't fully prepared for. The Accidental Salesperson is the answer, providing the advice and inspiration they need to master the essentials and hit the ground running. Fully updated to reflect the changes in the marketplace, the second edition provides a much-needed roadmap anyone can use to excel in sales.
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First Day Confidence
- By Leela Vox on 01-12-19
By: Chris Lytle
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Inbound Selling
- How to Change the Way You Sell to Match How People Buy
- By: Brian Signorelli
- Narrated by: Kevin Stillwell
- Length: 7 hrs and 14 mins
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Over the past decade, Inbound Marketing has changed the way companies earn buyers’ trust and build their brands - through meaningful, helpful content. But with that change comes unprecedented access to information in a few quick keystrokes. Enter the age of the empowered buyer, one who no longer has to rely on a sales rep to research their challenges or learn more about how a company’s offering might fit their needs. Now, with more than 60 percent of purchasing decisions made in the absence of a sales rep, the role of the rep itself has been called into question.
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Should be titled sales and sales management 101
- By James on 12-11-23
By: Brian Signorelli
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The Art of Non-Conformity
- Set Your Own Rules, Live the Life You Want, and Change the World
- By: Chris Guillebeau
- Narrated by: Dan John Miller
- Length: 5 hrs and 30 mins
- Unabridged
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Overall
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Performance
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If you've ever thought, "There must be more to life than this," The Art of Non-Conformity is for you. Based on Chris Guillebeau's popular online manifesto "A Brief Guide to World Domination," The Art of Non-Conformity defies common assumptions about life and work while arming you with the tools to live differently. You'll discover how to live on your own terms by exploring creative self-employment, radical goal-setting, contrarian travel, and embracing life as a constant adventure.
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Redundant
- By Louis on 03-11-11
By: Chris Guillebeau
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Be a Direct Selling Superstar
- Achieve Financial Freedom for Yourself and Others as a Direct Sales Leader
- By: Mary Christensen
- Narrated by: Lesley Parkin
- Length: 6 hrs and 43 mins
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Direct selling is booming. It's no surprise when you consider the benefits of launching a direct selling business: low startup costs, strong earning potential, and a flexible work schedule. Currently an estimated 15.6 million people are involved in direct selling in the US alone - and more than 100 million worldwide.
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Too basic for entrepreneurs
- By Alex Gunsberg on 09-22-15
By: Mary Christensen
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Reality Check
- Outsmarting, Outmanaging, and Outmarketing Your Competition
- By: Guy Kawasaki
- Narrated by: Paul Boehmer
- Length: 14 hrs and 53 mins
- Unabridged
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In Silicon Valley slang, a "bozo explosion" is what causes a lean, mean, fighting machine of a company to slide into mediocrity. As Guy Kawasaki puts it, "If the two most popular words in your company are partner and strategic, and partner has become a verb, and strategic is used to describe decisions and activities that don't make sense"...then it's time for a reality check.
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The Reality of Reality Check
- By Ben on 08-18-09
By: Guy Kawasaki
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The Art of the Start 2.0
- The Time-Tested, Battle-Hardened Guide for Anyone Starting Anything
- By: Guy Kawasaki
- Narrated by: Paul Boehmer
- Length: 8 hrs and 43 mins
- Unabridged
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Overall
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Performance
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Whether you're an entrepreneur, an intrapreneur, or a not-for-profit leader, there's no shortage of advice on such topics as writing a business plan, recruiting, raising capital, and branding. In fact there are so many books, articles, and websites that many startups get bogged down to the point of paralysis, or they focus on the wrong priorities and go broke before they discover their mistakes.
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Like a collection of about.com articles
- By Lee on 06-15-15
By: Guy Kawasaki
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The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike.
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The Advisor Playbook
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Practice management is often misunderstood. The Advisor Playbook will take the mystery away. Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable, and ensuring the owner runs the business and not the other way around.
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The Advisor Transformation
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Do you own your business or does your business own you? After working with the country’s top financial advisors for decades, business development entrepreneur Shawn Sparks, has seen far too many financial advisors whose success has led to less freedom and joy overall. Raised on the idea that in financial services, production is the name of the game, these founders develop highly productive businesses but unfortunately, they are dependent on them. This leads to burnout, unhappiness, unfulfilled lives and unfulfilled missions.
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The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
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The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch - under the leadership of author Rob Knapp - it has grown increasingly popular within the financial services industry.
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Great business ideas for an FA
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Advice That Sticks
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The advice is sound; the client seems eager; and then...nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients' well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice That Sticks takes aim at the problem of financial non-adherence. Authored by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice.
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Free for a reason
- By Zach on 10-29-23
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The Blue Square Method
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The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to grow on their own terms. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.
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Not a lot of new information
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The Million-Dollar Financial Advisor
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Fantastic tips and practices
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The Advisor Playbook
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Practice management is often misunderstood. The Advisor Playbook will take the mystery away. Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable, and ensuring the owner runs the business and not the other way around.
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Great Book
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The Advisor Transformation
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Do you own your business or does your business own you? After working with the country’s top financial advisors for decades, business development entrepreneur Shawn Sparks, has seen far too many financial advisors whose success has led to less freedom and joy overall. Raised on the idea that in financial services, production is the name of the game, these founders develop highly productive businesses but unfortunately, they are dependent on them. This leads to burnout, unhappiness, unfulfilled lives and unfulfilled missions.
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The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch - under the leadership of author Rob Knapp - it has grown increasingly popular within the financial services industry.
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Great business ideas for an FA
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Advice That Sticks
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- Length: 4 hrs and 54 mins
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The advice is sound; the client seems eager; and then...nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients' well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice That Sticks takes aim at the problem of financial non-adherence. Authored by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice.
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Free for a reason
- By Zach on 10-29-23
By: Moira Somers
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The Blue Square Method
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The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to grow on their own terms. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.
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Not a lot of new information
- By Phil Jasso on 06-02-24
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The Million-Dollar Financial Services Practice
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In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr., reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time-management techniques into a system that will help listeners build a successful and lucrative practice. Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows listeners how to take their financial services practice to the million-dollar level and beyond.
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Good Producer Book
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The Advisor Breakthrough
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In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice. Based on the lessons Shawn has learned from working with the country's top financial advisors over the past 10 years, you will discover many of the most important top one-percent advisor lessons. The Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a successful, sustainable business.
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Financial advisor's detailed roadmap for success
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The Trusted Advisor
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In today's fast-paced networked economy, professionals must work harder than ever to maintain and improve their business skills and knowledge. But technical mastery of one's discipline is not enough, assert professional advisors David H. Maister, Charles H. Green, and Robert M. Galford. The key to professional success, they argue, is the ability to earn the trust and confidence of clients. In this 20th anniversary edition, Maister, Green, and Galford enrich our understanding of today's society and illustrate how to be effective communicators in a digital world.
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Where’s the PDF?
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By: David H. Maister, and others
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Psychology of Financial Planning
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In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, Psychology of Financial Planning is written for those with thirty years in practice as well as those just beginning their journey.
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Outstanding
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The Indispensable LinkedIn Sales Guide for Financial Advisors
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The Indispensable LinkedIn Sales Guide for Financial Advisors is a step-by-step guide that can transform a LinkedIn novice into a LinkedIn master, while at the same time help a LinkedIn master take their social selling skills to the next level. By combining research from three separate studies on affluent investors, elite financial advisors, and social media in the financial services industry (labeled as the Trifecta of Research), the authors create a financial advisor roadmap on how to use LinkedIn to help acquire more affluent clients.
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great book
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By: Kevin Nichols, and others
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Best Practices of Elite Advisors
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The quickest way for a financial advisor to become an elite advisor is to model the Best Practices of Elite Advisors. This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite. In a way, this book will serve as your surrogate role model. Why is this necessary, you might ask? Because top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today.
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Great simple guide
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The One-Page Financial Plan
- A Simple Way to Be Smart About Your Money
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Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once they've begged, "Just tell me what to do." It's no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don't have time to make sense of all the information available.
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A Good and Simple Financial Book
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Ask: How to Relate to Anyone
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Do you want a tried and tested way to engage anyone? Do you want to learn how to turn an argument into an opportunity? Do you want more meaningful relationships with your colleagues, your clients, your spouse, your children, and your friends? In his meticulously researched book, based on fascinating and compelling studies in the fields of psychology and neuroscience, New York Times best-selling author Dan Solin shows you exactly how to make deeper connections with anyone.
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The Art of Selling to the Affluent
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The Art of Selling to the Affluent, 2nd Edition offers a detailed landscape of today's affluent. Put yourself ahead of the competition by knowing how the recession has affected purchasing behavior and where the opportunities are moving forward.
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Fine if your clients are over 80
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Fanatical Prospecting
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Overall
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Fanatical Prospecting gives salespeople, sales leaders, entrepreneurs, and executives a practical, eye-opening guide that clearly explains the why and how behind the most important activity in sales and business development—prospecting. Step by step, Jeb Blount outlines his innovative approach to prospecting that works for real people, in the real world, with real prospects.
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One of the best books on Sales!
- By Kathleen Fitzpatrick on 09-04-23
By: Jeb Blount, and others
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$100M Leads
- How to Get Strangers to Want to Buy Your Stuff
- By: Alex Hormozi
- Narrated by: Alex Hormozi
- Length: 6 hrs
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This book contains the playbooks that took me from sleeping on my gym floor to owning a portfolio of companies that generate $200 million per year in less than a decade. Want to know the biggest difference between those two time periods? How many leads I was getting.
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Better than $100M Offers, But Read Both in Order
- By Jonathan and Hannah on 09-13-23
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Million Dollar Weekend
- The Surprisingly Simple Way to Launch a 7-Figure Business in 48 Hours
- By: Noah Kagan, Tahl Raz - contributor
- Narrated by: Noah Kagan
- Length: 4 hrs and 33 mins
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The founder and CEO of AppSumo.com, Noah Kagan, knows how to launch a seven-figure business in a single weekend—and he’s done it seven times. Million Dollar Weekend will show you how. By Monday, you’ll have a market-tested, scalable business idea and you’ll be a entrepreneur on the path to seven figures. Million Dollar Weekend is the path to creating your dream life and attaining financial freedom.
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Barely started, & I'm SUPER excited and motivated!
- By Anonymous User on 04-01-24
By: Noah Kagan, and others
What listeners say about Delivering Massive Value
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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- Erik r Gomez
- 06-01-22
A must read
This book is a game changer! If you are an advisor, do yourself the favor and get this book.
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- Sean C. Wood
- 07-05-22
Best book for Financial Advisors
I have read many similar books and this one stands alone. Matthew's own story and advice motivated me to make long overdue changes and put my firm on the road to delivering massive value. READ THIS!
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- Benjamin
- 10-10-21
Massive Value promised, Massive Value delivered!
Matthew & company continue to raise the bar on financial advisor content.
If you liked the book, check out the podcast: The Perfect RIA.
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- S. Pirtle
- 12-04-22
Wow!
Such a great book. Full of actionable items. Can’t wait to listen again. No gimmicks, no sales pitches, just simple advice that encourages you to do the hard work.
Great for those who are more organizationally minded, but also for those who want to streamline their practice.
Will most certainly be putting a ton of this advice to good use.
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- Halvar
- 03-22-23
A masterpiece
Extraordinary content, honesty and delivery. One of the shining lights in our industry. Essential reading for all clients-focused advisors.
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- JP
- 08-25-22
Excellent Book & Resource
I am a top 1% financial advisor who does not need to grow my practice but am still in the game of always getting better. As such, I have consumed countless books from our industry. This book and the concepts within standout as one of my very top reads. I put this on the must read list for any advisor regardless of their level of success in the industry. Well done!
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- Jeff
- 06-14-24
Actionable advice
Years ago I was apart of Mathew’s coaching program and this completely modern, fresh and immediate actionable book has inspired me to again reengage his updated program.
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- Ikewashere
- 06-22-24
Great Actionable Effective Tips
So many effective and actionable steps. I’ll definitely be buying a physical copy to refer to as I grow in my advisor career. Strong personality but lots of gold in this book.
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- Amazon Customer
- 03-23-22
Excellent book!
Loved it! Mr. Jarvis reading it himself really adds a lot to the material as well. I hope to meet the author someday, he has helped me a great deal. This is a must read for any financial advisor.
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- Landen L Lunsway
- 08-01-22
I got the value!
Rock solid, practical insights to deliver more value in your client practice while creating more efficient processes!
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