• Delivering Massive Value

  • The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
  • By: Matthew Jarvis
  • Narrated by: Matthew Jarvis
  • Length: 8 hrs and 54 mins
  • 4.9 out of 5 stars (64 ratings)

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Publisher's Summary

It took Matthew nearly 14-years of soul-crushing work to get his RIA practice to a highly profitable, hyperefficient level, as described by Michael Kitces in 2017. Just four years later, he's doubled his success.

In this audiobook, you will learn the exact strategies, techniques, tools and scripts Matthew used to build (and then double) his own practice, as well as having coached hundreds of other advisor around the world to do the same.

Happy planning!

PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.

©2021 Matthew Jarvis (P)2021 Matthew Jarvis

What listeners say about Delivering Massive Value

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I got the value!

Rock solid, practical insights to deliver more value in your client practice while creating more efficient processes!

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Best book for Financial Advisors

I have read many similar books and this one stands alone. Matthew's own story and advice motivated me to make long overdue changes and put my firm on the road to delivering massive value. READ THIS!

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Value Added

Thank you Mr Jarvis. You have outlined and articulated your thoughts about our industry succinctly and thoroughly while being entertaining. Very nice job.

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A must read

This book is a game changer! If you are an advisor, do yourself the favor and get this book.

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Straight from the best mind in FP today!

Matthew doesn't hold back and shares some of the best thoughts for running a great practice while living an awesome life!

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Concise, Simple, Powerfully Honest

Literally glued to this book.
I’ll probably re-read it & it’s so easy to implement his words into action.
I Had a surge week while listening, 34 client reviews last week….(3 referrals this week)

As an FA in year 3, thank you for this help.

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Excellent book!

Loved it! Mr. Jarvis reading it himself really adds a lot to the material as well. I hope to meet the author someday, he has helped me a great deal. This is a must read for any financial advisor.

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Pure Gold for Any Advisors

Whether you’re just starting out or 20 years into the industry, is it a must read for all advisors that want to take an average business and 10X it. Although many of the suggestions s may feel uncommon or out

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Must read for Wealth Advisors!

Regardless of where you may be in your financial advisory practice, this book will create an impact. Even as an avid listener to “The Perfect RIA” podcast, I continue to learn so much from Matt. There are few out there like him and he’s got a gift! Im grateful to have this playbook to reference so I can also deliver more value to my clients. Isn’t that my what it’s all about? Highly recommend.

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Nuggets of Gold

Some great tips. A must read for all Advisers. Non waffly and straight to the point.

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  • Paul B.
  • 04-15-22

Generous share of some tested best practice

I’ve been in Financial Services 20 years and have built a successful business over the past decade.

I listened to Matthew on Kitces and thought he was smart and credible.

The 1-page plan and income strategy communication tools (rails) are at the cutting edge of high value financial planning. Matthew is a CFP. He knows what he is doing…

Matthew’s no nonsense communication style may come off as brash at first, but he is passing gems of best practice.

I can’t actually believe how generous the share is: I certainly feel like I’ve had MASSIVE VALUE from this book.

I’m very interested in “surge” but the biz dev section of the book is exceptional. Especially the approach and scripts around COIs. Extremely actionable and no doubt highly effective.

I will be paying for their time from this point and forever more!

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  • Gareth Shears
  • 11-09-21

In a class of his own…

What a great book for any financial adviser wanting to do the right thing with their clients and deliver lasting true value.