Delivering Massive Value: The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice - Hardcover

Jarvis, Matthew

Hardcover

ISBN 13: 9798986026060

Publisher: Raab & Co., 2023

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.

Edition details

• Publisher: Raab & Co.
• Publication date: 2023
• Language: English
• ISBN 13: 9798986026060
• Binding: Hardcover
• Number of pages: 304