How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis

1

Introduction

00:00 • 3min

2

The Perfect RAA

03:14 • 2min

3

The Perfect RA From Jarvis Financial Services

05:19 • 2min

4

Is Your Coaching Business the Perfect RA?

07:00 • 2min

5

Coaching Advisors - What's Your Promise to Coach Advisors?

09:00 • 2min

6

What Are the Key Components of a Mastermind?

10:39 • 2min

7

The Most Compelling Part of Your Success Is Public Speaking About Your Time Off

12:47 • 2min

8

Are You the Right Fit for That Advice Versa?

14:55 • 2min

9

Having the Right People on the Bus

17:10 • 2min

10

Isn't That Tired?

19:40 • 2min

11

What Are Your Questions and Concerns on Your Mind?

21:41 • 2min

12

Delivering Massive Value

23:24 • 2min

13

Coaching Clients - How Do Value Ads Work?

25:46 • 2min

14

Guard Rails - Is Your Portfolio Going Up or Down?

27:43 • 2min

15

Are You Really Doing Work for Me?

29:58 • 2min

16

Is Your Coaching Curriculum the Framework for Delivering Massive Value?

31:31 • 2min

17

The Perfect RA Podcast - What Are Some of Your Favorite Learnings From the Podcast?

33:28 • 2min

18

Is There a Flat Fee Model for Financial Advice?

35:44 • 3min

19

Is There a Problem With the Flat Fee Approach?

38:21 • 2min

20

Are You Satisfied With What Your RA Practice Looks Like?

40:44 • 2min

21

Mindy Diamond on Independence

42:44 • 2min