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Perfect RIA, LLC

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

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Description

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 todayThe trials and tribulations of Jarvis’ rise to successSimple 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 worksRunning 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. Read more Read less

Publisher ‏ : ‎ Raab & Co. (August 31, 2023)


Language ‏ : ‎ English


Hardcover ‏ : ‎ 304 pages


ISBN-13 ‏ : ‎ 60


Reading age ‏ : ‎ 15 - 18 years


Item Weight ‏ : ‎ 1.24 pounds


Dimensions ‏ : ‎ 6 x 0.88 x 9 inches


Best Sellers Rank: #182,470 in Books (See Top 100 in Books) #36 in Financial Services Industry #138 in Customer Relations (Books) #229 in Wealth Management (Books)


#36 in Financial Services Industry:


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If you place your order now, the estimated arrival date for this product is: Jan 25 – Jan 27

Yes, absolutely! You may return this product for a full refund within 30 days of receiving it.

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Top Amazon Reviews

    • Massive Value Received
Matthew does a great job outlining the key areas of success any practice needs to thrive and deliver value to their advisory clients. What I love most about Matthew's communication style is that it is straight to the point and cuts through a lot of the fluff and spin we typically get out of advisors in this industry. This book does a great job of taking complex topics and breaking them down into easily digestible chapters with key action items and take aways at the end of every chapter. ... show more
Reviewed in the United States on December 13, 2023 by Clay Budach
    • Excellent resource
The content of this book will be very helpful in fine tuning our practice and preparing for the next level of growth.
Reviewed in the United States on December 27, 2023 by Amazon Customer
    • Phenomenal Book & MASSIVE Value
Matthew Jarvis really delivers in this book! He gives a peak inside his highly successful advising practice and gives real examples on how to build your own perfect RIA. Worth a read, a re-read, and then some!
Reviewed in the United States on September 11, 2023 by Biscuit
    • Essential read for Advisors
Really enjoyed reading this and has helped me with the blueprint for my practice. Very excited to implement many of these amazing strategies outlined in the book!
Reviewed in the United States on September 25, 2023 by Bryan
    • No fluff, just real actionable advice and value
Review Image by Enrique Enrique
This is the best book I've read BY FAR in terms of giving concrete actionable advice along with scripts and actual implementation details for improve my practice. Definitely delivered MASSIVE value to me!
Reviewed in the United States on September 11, 2023 by Enrique Enrique
    • Impactful Book
Review Image by Lawson Hamman Lawson Hamman
Jarvis does a great job simplifying very sophisticated processes into repeatable habits.
Reviewed in the United States on September 12, 2023 by Lawson Hamman Lawson Hamman
    • Delivered On its Title
This is a great listen, if you're just beginning to start your RIA and want to shape it as hyper-efficiently as possible from the get-go. More importantly, it offers strategies that allow you to maximize your time without hurting your client experience. In fact, it's about improving the experience and cutting out everything that doesn't help. Must read. ... show more
Reviewed in the United States on June 6, 2023 by Ryan Derousseau
    • So much you can use... right now
This book is packed with actionable ideas you can put into practice right away as a financial advisor. Throughout the book, I found an insight in every chapter. Really useful and gave me an entirely new perspective on how to approach my clients. The tips in this book were invaluable and I highly recommend it to any financial advisor. ... show more
Reviewed in the United States on April 27, 2023 by Amazon Customer

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