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Perfect Ria, LLC

Delivering Massive Value

Delivering Massive Value

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If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find:

  • Client scripts your team can use today
  • The trials and tribulations of Jarvis' rise to success
  • Simple but powerful ways to consistently offer your clients more value (while taking more vacations)
  • Everything the "investment gurus" won't tell you about what really works
  • Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system.


Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible.



Author: Matthew Jarvis
Binding Type: Hardcover
Publisher: Perfect Ria, LLC
Published: 11/21/2022
Pages: 306
Weight: 1.24lbs
Size: 9.00h x 6.00w x 0.75d
ISBN: 9798986026060
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