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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

Do You Have the Courage to Graduate a Client?

"I don't know that I'd have the courage to do it every time, Michael. If I had to do one a month, which is about the pace that we take on new clients," he says. "It's much more of the perspective of, hey, I'm feeling like I'm at capacity... And if I want to grow more, then I have to clear some room on the bus so that I can put some people onto the bus"

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