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Ep 247: Systematizing How To 'Deliver Massive Value' To Charge What You're Really Worth with Matthew Jarvis

Financial Advisor Success

CHAPTER

What's the Low Point?

The head trash for a lot of us is like I have to be always immediately available for my clients. You can't abruptly go into surge and just say, "Hey, I want to do a surge meeting so I can take more time off" So we're positioning why it's in their best interest. Now it's also in my best interest, but, you know, we got to position it accordingly. The low point has been when everything got going with the perfect RAA and with the book and everything else.

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