Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

Why and How Do You Measure That?

I think you'd said you were at one and a half percent for anyone under two million. So now talk to us about the second piece of this change and sort of the practice metrics. Your number one was have added a lot of AUM with only a limited increase in the client count. You've got this system for graduating some of the clients moving the Monty creates base for new ones that are a better fit with more revenue per client.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner