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How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis

The Diamond Podcast for Financial Advisors

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Having the Right People on the Bus

Having the right people on the bus lets you trust them to do what you need to. And it keeps you from playing office, as you said. Things like having a niche help all of our clients are retirees. The average advisor would do about four meetings a week every week year round minus the weeks that they're on vacation. Four meetings in a 40 hour week is not an effective use of time. It's not a good time block in.

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