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163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
Manage episode 397059584 series 3460679
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Today’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 strategies
- Financial planning software
- Document management systems
- Customizable templates
Matt also shares some tips and tricks for how he and his team use one-page financial plans to deliver advice quicker and easier to clients. His successful approach is a testament to the power of simplicity and clarity in financial planning.
Don't forget to connect with The Efficient Advisor on LinkedIn and Facebook to keep the conversation going!
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LINKS FROM THIS EPISODE
Check out Matt’s website here
Connect with Matt on LinkedIn here
Enroll in the One-Page Financial Plan Masterclass here
Books Mentioned:
Delivering Massive Value by Matthew Jarvis
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
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.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Chapters
1. Tips for Successful Financial Advisors (00:00:00)
2. Streamlining Financial Planning Process (00:09:55)
3. Financial Planning Process and Approach (00:14:47)
4. Customizable Practice and Ongoing Client Planning (00:22:58)
5. Maximizing Efficiency in Financial Planning (00:26:34)
6. Effective Communication and Document Management (00:32:08)
7. Benefits of OnePage Financial Plans (00:37:10)
228 episodes
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