No excuses for client meetings to end late скачать в хорошем качестве

No excuses for client meetings to end late

📚 Check out my book Delivering Massive Value for more scripts and strategies used by top financial advisors: https://deliveringmassivevalue.com/ 👋 About Me: If you’re new to my channel, my name is Matthew Jarvis, CFP. I bought a financial planning practice doing $300k of revenue, grew it to $2M of revenue working just 100 days a year, and then sold it in an 8-figure deal. I now help financial advisors do the same (or better), while still meeting with clients 🔵 Since anybody can claim anything online, here are some things you can Google to verify: 🔵 Started as a Financial Advisor at age 23, with no college degree, no network, and no clue 🔵 Five years later, still struggling to even pay my bills with no hope of change 🔵 Tried to quit in the middle of the financial crisis, but was too proud and too deep in debt 🔵 Maxed out another credit card to be coached by the best advisor I could find (Tom Gau, RIP) 🔵 Did exactly what he showed me and began transforming my practice 🔵 Hired every experienced coach and read every book I could find on financial planning 🔵 Crossed $1,000,000 of Revenue (GDC) and was featured on the Michael Kitces Podcast 🔵 Launched The Perfect RIA podcast and coaching programs 🔵 Helped hundreds of advisors double their practices 🔵Crossed $2,000,000 of Revenue (GDC) and was again featured on the Michael Kitces Podcast 🔵 Published Delivering Massive Value: The Advisor’s Guide to a Highly Profitable Practice 🔵 Sold my practice in an 8-figure deal Always Remember: If it were easy, everyone would do it and nobody would get paid. Happy Planning! – Jarvis #advisor #financialadvisor #financialplanning ⚠️ Disclosure: This information is for educational purposes only and is no guarantee of your success. It takes a stupid high level of pigheaded determination to be wildly successful in any field.