Delivering Massive Value

The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice

De: Matthew Jarvis

Narrado por: 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 find:

- Client scripts your team can use today
- The trials and tribulations of Jarvis' rise to success
- Simple 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 works
- Running 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.

©2021 Matthew Jarvis (P)2021 Matthew Jarvis

Massive Value promised, Massive Value delivered!

Matthew & company continue to raise the bar on financial advisor content.
If you liked the book, check out the podcast: The Perfect RIA.

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!

Amazing!

Being an advisor who’s actually in the field everything that Matthew Jarvis talks about is spot on all the mistakes and all the ways that you can improve is spot on! Thank you so much for making a blueprint and being a real and open and vulnerable about what goes on in the daily life of a financial advisor!

A must read

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

Massive value

I loved it-I ran parallel race and have been a NM Spartan from day one in 2000. Check out Faith Patience Discipline being rereleased in 2025

Wow!

Such a great book. Full of actionable items. Can’t wait to listen again. No gimmicks, no sales pitches, just simple advice that encourages you to do the hard work.

Great for those who are more organizationally minded, but also for those who want to streamline their practice.

Will most certainly be putting a ton of this advice to good use.

A masterpiece

Extraordinary content, honesty and delivery. One of the shining lights in our industry. Essential reading for all clients-focused advisors.

Excellent Book & Resource

I am a top 1% financial advisor who does not need to grow my practice but am still in the game of always getting better. As such, I have consumed countless books from our industry. This book and the concepts within standout as one of my very top reads. I put this on the must read list for any advisor regardless of their level of success in the industry. Well done!

Great Actionable Effective Tips

So many effective and actionable steps. I’ll definitely be buying a physical copy to refer to as I grow in my advisor career. Strong personality but lots of gold in this book.

Actionable advice

Years ago I was apart of Mathew’s coaching program and this completely modern, fresh and immediate actionable book has inspired me to again reengage his updated program.