For Advisors By Advisors
For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
For Advisors By Advisors
Interview with Matthew Jarvis, Co-Founder of The Perfect RIA. - Taking Over a Financial Advisors Practice? Here Is What One Expert Thinks!
In this episode, we talk with Matthew Jarvis, Co-Founder of The Perfect RIA. We go over Matthew’s time in the business, from starting out with his father, to how during the 2008 crises his world changed, and he decided to go all in on “change”. We also discuss Matthew’s podcast and outside ventures helping financial advisors excel. We also spoke about “graduating clients” and how that can be a huge benefit for a practice and lifestyle.
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I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors