
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
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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If you liked the book, check out the podcast: The Perfect RIA.
Massive Value promised, Massive Value delivered!
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A must read
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Massive value
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Best book for Financial Advisors
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Amazing!
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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.
Wow!
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A masterpiece
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Excellent Book & Resource
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Great Actionable Effective Tips
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Actionable advice
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