Matthew Jarvis, CFP®, shares four ways to improve your client experience, from setting the stage to asking the right questions and serving as your client’s financial guide.
See MoreMatthew Jarvis, CFP®, shares his top tips for successfully taking an extended leave from the office.
See MoreCurious if you’re at a point in your practice where you can afford to delegate? Matthew Jarvis, CFP®, shares delegation benchmarks for advisors.
See MoreMatthew Jarvis, CFP®, shares a simple secret to success that most advisors avoid in their firms: the power of repetition.
See MoreWhen prospecting, everyone talks about what to do after the client is already sitting in the conference room, but have you thought about what happens before that?
See MoreWhat changes would you make if you had to double your productivity today? Matthew Jarvis, CFP®, shares seven surprisingly simple ways you could do just that.
See MoreMatthew Jarvis, CFP®, defines “playing office” and discusses the pitfalls of false productivity that prevent too many advisors from reaching their goals.
See MoreMatthew Jarvis, CFP®, shares an end-of-year practice that’s completely changed how he views his progress as a person, husband, father, and financial advisor.
See MorePinning down the origins of Surge Meetings(™) might be a fun exercise, but it won’t help your practice (except maybe for helping you decide who you should trust for advice).
See MoreHow can you get the person who can fix your problem on your side vs. making their day hell?
See MoreBeing with an upset client or a vendor that screwed something up, if you come in guns blazing, MAYBE you’ll get your way, but you will have burned a bridge.
See MoreClients must recognize you as a person driven by their financial success. You can’t control what the prospect does, but you can control what you do.
See MoreThe “No Theories. No B.S. Rule” – You cannot talk the talk if you haven’t walked the walk!
See MoreThere aren’t a lot of words clients hate to hear more than taxes. Keep reading to learn tips and tricks for broaching the topic of taxes with your clients and keeping the entire process smooth and productive.
See MoreYou know what they say: nothing in this world is as consistent as taxes. Unfortunately, we all know how true that can be. However, you may be making mistakes in tax planning that lead your clients to pay more than they should.
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