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 days
- How surge scheduling allows him to give his family more than just his “leftovers” when it comes to time & energy
- How to add ‘massive value’ to clients on minimum time
- Time blocking, managing your energy, and SO MUCH MORE
I 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!
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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
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel 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.
