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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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The Perfect RA From Jarvis Financial Services

Lewis Jarvis is an advisor at Jarvis Financial Services in the Pacific Northwest. He says he decided to take action instead of waiting for the phone to ring and having success find him. "I just wrote down like, here's the things I have to do every single day or this isn't going to work"

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