95 min listen
Ep 007: Building a Highly Profitable Lifestyle Practice by Age 35 with Matthew Jarvis
Ep 007: Building a Highly Profitable Lifestyle Practice by Age 35 with Matthew Jarvis
ratings:
Length:
83 minutes
Released:
Feb 14, 2017
Format:
Podcast episode
Description
In this episode, Matt talks about how he transformed a stagnant firm into a profitable lifestyle practice with the help of his father Nathaniel (the founder of Jarvis) and his two excellent office staff. He outlines the business’ metrics, service model, and the infrastructure he’s built to ensure his clients get excellent service even if he’s not in the office. We also talk about industry criticism of lifestyle practices and the heavy investment Matt and his team have made in the technology that keeps the business running. He discusses the future of the practice and the factors he weighs when considering new clients, including potentially spending less time with his family. Get the full show notes and transcript for this episode at: https://www.kitces.com/7
Released:
Feb 14, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney: Tim Delaney talks about how he made the transition away from 23 years of tax accounting to full-time planning. by Financial Advisor Success