Ep 247: Systematizing How To 'Deliver Massive Value' To Charge What You're Really Worth with Matthew Jarvis
Financial Advisor Success
00:00
The Invictus Tax Strategy Book
The book was actually a goal that I had set like 10 years ago. And the idea of these is just its backstage passes is sort of getting some of the templates Invictus is now fully embodied into technology. So you can just more more fully automate this rather than just here's the template, but you still have to manually change it if you want to use it. That's where advisors were struggling. They're saying, how do I make this Excel document work? The macros in it are having problems. Now our team goes on logs into their custodian with them helps them download the data, gets it imported, gets it reconciled and cleaned up. Then they just hit the PDF
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