AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
8min chapter
163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
The Efficient Advisor: Tactical Business Advice for Financial Planners
Prioritizing Client Concerns and Efficient Meetings
The hosts emphasize addressing client questions and concerns, even if it means deviating from the agenda. They discuss the advantages of using a one-page financial plan and clarify that clients pay for the ongoing relationship, not just the plan itself. Effective communication within a team is highlighted, advocating for the use of a shared document for non-urgent messages.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode