Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt JarvisEach week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis-----------------------------------LINKS FROM THIS EPISODECheck out Matt’s website hereConnect with Matt on LinkedIn hereEnroll in the One-Page Financial Plan Masterclass hereBooks Mentioned:Delivering Massive Value by Matthew JarvisLearn mor...
2024-01-2510 minThe Efficient Advisor: Tactical Business Advice for Financial Planners163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt JarvisToday’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maximize our time. In this episode, financial planning extraordinaire, Matt Jarvis, joins The Efficient Advisor host, Libby Greiwe, to discuss themes and trends he has seen throughout his decades of experience that successful advisors are using to streamline their practices.Matt shares his expertise on running a seamless, efficient financial advisory business by utilizing:Communication strategiesFinancial planning softwareDocument management systemsCustomizable temp...
2024-01-2337 min
The Perfect RIADecoding Delegation, Client Themes, and Hiring WisdomLet’s talk about the reality of assistant expectations in the world of leadership. We’re recapping Matt and Micah’s experiences and insights on effective delegation and team management, where they stress the importance of clear communication, setting expectations, and creating a supportive environment for your team. We’ll also share tips from Libby Greiwe, from The Efficient Advisor, as she discussed the power of themes and systems in building a successful practice. Lastly, we’ll review the dynamic between visionaries and integrators in the hiring process, emphasizing the need for clarity and realistic promises when bringing new...
2023-09-2213 min
The Perfect RIAThe Power of Working in Themes with Guest Libby GreiweMatthew Jarvis welcomes Libby Greiwe from The Efficient Advisor to share her wealth of knowledge drawn from successfully managing a million-dollar practice while working just 24 hours a week. Libby emphasizes the importance of deepening client relationships through themed financial planning, continuous client education, and value-added services. Discover how focusing on themes can revolutionize your practice, making it more engaging, educational, and, ultimately, more successful. Tune in to explore the art of providing exceptional value and building a thriving advisory community. https://bit.ly/45I0Reo
2023-09-2018 min
The Perfect RIAWhat Works Wednesday With Guest Libby GreiweWorking fewer hours is a goal for many advisors. Working fewer hours and getting higher pay is even more sought after. However, for many advisors, this feels too far out of reach. So, how did Libby Greiwe make it happen? In this episode, Matthew and Libby disclose the processes she put in place to be able to make this incredible dream a reality. You can find show notes and more information by clicking here: https://bit.ly/3zB5dGR
2022-06-2223 minThe Efficient Advisor: Tactical Business Advice for Financial Planners036: Matt Jarvis on Adding Massive Value in Minimum TimeDream 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...
2022-06-2127 min