Introduction

There are 10 seats left to our How To Charge LIVE event in September at our offices outside of Nashville, Tennessee. If you’d like to attend you can book a call to get your questions answered or get your ticket at http://www.HowToChargeLive.com.

I'm thrilled to share with you the highlights of my recent podcast episode where I was able to talk with my friend Matt Jarvis, a successful financial advisor and founder of the Perfect RIA. https://theperfectria.com/. We got personal and talked about the inflection points that shaped his career. 

• The Power of Mentorship and Appearance: Matt shared how one of his mentors advised him to dress better and how that helped him close sales. This small change boosted his confidence and altered the perception others had of him.

• Learning from the Best: Matt emphasized the importance of learning from someone who has achieved what you aspire to. 

• The Importance of a Proactive Team: Matt revealed his secret to taking time off without disrupting his practice - a proactive team. He has implemented systems like regular check-ins and scripts for client calls, empowering his team to handle client inquiries effectively.

• Unleashing Superpowers: We discussed the concept of superpowers and how advisors should focus on their strengths and outsource tasks that aren't their forte. Each team member's unique superpower contributes to the overall success of the practice.

• The Surge Concept: Matt introduced the concept of surge - designating specific days for client meetings to ensure availability for focused work. This approach not only streamlines scheduling but also increases efficiency and productivity.

• Embracing Change: We agreed that change is inevitable and should be embraced. A growth mindset and the willingness to try new ideas are crucial for success in the ever-evolving financial advisory industry.

• Delivering Maximum Value: Matt shared his commitment to always deliver incredible value to his clients, a game he believes he cannot lose.

Also, don't forget about our upcoming event - seats are limited, so grab yours now! It promises to be an investment worth making.

I believe in you!

Sten J. Morgan, CFP®, ChFC®