AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min snip
163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
The Efficient Advisor: Tactical Business Advice for Financial Planners
Customization within templated processes
Having a largely templated practice allows for 20% customization, similar to ordering a burger where the toppings can be customized. By focusing on an ideal client avatar, advisors can deepen their expertise in a particular niche, leading to more efficient and effective service delivery. Providing clients with a one-page financial plan initially, and then transitioning to ongoing customized planning based on individual needs and circumstances, ensures a streamlined and personalized financial planning experience.
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