Matthew 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.
See MoreBefore giving someone else advice about their practice, make sure you’re not the one speaking out of turn.
See MoreInstead of trying to argue with the client about the dangers of owning rentals, simply ask that the client get a copy of the tax return because “like fishing stories, everyone tends to exaggerate how much money their rental makes, EXCEPT when reporting it to the IRS.”
See MoreSomewhere along the way, we forgot that email is just that… mail. If you received a piece of written correspondence from a client, would you rush to your desk to send a letter back?
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