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

by 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
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.

Genres: Business

304 pages, Hardcover

Published August 31, 2023

About the author

Matthew runs a financial planning practice that has been described by Michael Kitces as "a highly-profitable, hyper-efficient, lifestyle practice."

In addition to running his practice, Jarvis teaches other financial advisors how to duplicate (or even exceed) his own success.

Reviews

[Hayden Ludwig · Rating 5 out of 5]

This is one of the most dense books I’ve read in terms of key information for operating and growing a successful financial advisory practice. I fully expect to reference back to this book regularly and hopefully reread annually. I highly encourage advisors from all stages of their career to read this book!

[Ryan Johnson · Rating 4 out of 5]

Excellent from the perspective of giving clear tactics in every scenario, but my only problem is I like meeting with my clients more often than Jarvis does.

The question I'd ask is what are you optimizing for? I prefer deep relationships with 60-80 clients and call it good.

If you're looking for bigger and better, this will give you a clear direction. Definitely more geared towards the journeyman looking to level up, but there is clear insights at every level of growth and I respect that.

[Julien · Rating 5 out of 5]

What a book !! A game changer for my 2024 year :) I really recommand it.