The Advisor Journey How an 100-day work year led to millions in AUM with Matthew Jarvis
EPISODE SUMMARY:
Matthew Jarvis of Jarvis Financial and The Perfect RIA " delivers massive value to financial advisors.” While serving advisors and clients, he has built a system that has led to millions in AUM and a 100-day work year for himself and his family. How has he been able to do it? In this episode, Matthew offers the keys to building a successful practice, community, and life.
ABOUT ALTRUIST:
We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time and reduces your costs: You can manage your entire book of business, get performance reporting, and bill your clients with ease and efficiency.
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RESOURCES IN EPISODE:
For more tips on how to grow and scale your RIA, subscribe to The Advisor Journey at www. altruist.com/podcasts, on Apple Podcast, Spotify, or wherever you listen to podcasts.
ABOUT THE ADVISOR JOURNEY:
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
Disclaimer:
Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation
ABOUT ALTRUIST:
We’re on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs.
Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us
STAY CONNECTED:
Instagram ► https://www.instagram.com/altruistcorp/
Twitter ► https://x.com/altruist
Linkedin ► https://www.linkedin.com/company/altruistcorp/
ABOUT THE ADVISOR JOURNEY:
Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
Disclaimer:
Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...