The Efficient Advisor: Tactical Business Advice for Financial Planners cover image

036: Matt Jarvis on Adding Massive Value in Minimum Time

The Efficient Advisor: Tactical Business Advice for Financial Planners

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A Streamline Howard Deliveryang Value

"The more repeatable it is, the better it is. I get better ideas on how to we do this and get, i have this piece of mind knowing, like i can leave on vacation," she says. "I love what you're doing there, ecause we, we called it, like, themes, like each quarter we had to hold in, you know, or something." 'You don't have to be the one to deliver each and every single step of it,' he adds. "'We'll se o 200 clients, if you're just one offen each time', that's not a good way to go about your business,'" his wife responds.'And so

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