24 min listen
036: Matt Jarvis on Adding Massive Value in Minimum Time
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
036: Matt Jarvis on Adding Massive Value in Minimum Time
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
28 minutes
Released:
Jun 21, 2022
Format:
Podcast episode
Description
Dream Guest Alert! This week I’ve got ‘advisor famous’ guest Matthew Jarvis of the Perfect RIA on the show to talk about all things working less and making more. Matt is right up my alley. He’s whittled his work days down to 100/yr (surpassing my 114!!!!), mastered surge scheduling and is adding massive value to his clients’ lives on minimum time. In this episode Matt and I talk about:How he reduced his time in the office down to just 100 daysHow surge scheduling allows him to give his family more than just his “leftovers” when it comes to time & energyHow to add ‘massive value’ to clients on minimum timeTime blocking, managing your energy, and SO MUCH MOREI invite you to listen in to our discussion, and I know you will walk away with a renewed sense of excitement and implementable ideas on how you can work more efficiently without decreasing your client experience. AND - Matt and I are going to appear together at XYPN LIVE conference this October in Denver, CO. Come and see us! More info to come on this! -----------------------------------------Watch Tim Ferris's TedTalk on Fear Setting here!Project management tool Asana Find Matt's Book "Delivering Massive Value" here!Find Matt on LinkedIn here!Check out the Perfect RIA Podcast Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Jun 21, 2022
Format:
Podcast episode
Titles in the series (100)
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier by The Efficient Advisor: Tactical Business Advice for Financial Planners