Matthew Jarvis runs a hyper-efficient lifestyle practice. He is able to support +-150 clients while also taking over 80 days of vacation every year, and maintains a more than 50% profit margin.
Does this sound like the type of practice you would like to develop?
Thousands of listeners to the Nerd's Eye View Podcast with Matthew Jarvis thought so. In case you weren't able to listen then, you can listen now.
Link to Kitces Podcast
More Info: Jarvis Financial and Jarvis Bio and the Perfect RIA
This advance session is priced separately from Symposium, and supports Matthews' decision and agreement to leave Washington for a few days and travel to share his insights with our financial planning community, then at Symposium, and then following, on his time and dime, with Nexgen planners in Phoenix and Tucson.
As ever, Matthew is already working on delivering massive value to you - not a wasted breath or minute when Matthew leads a discussion!
FPA chapter members: June, July, August: $199. As of September 1st: $249
Not an FPA member? June, July, August: $249. As of September 1st: $299
Note: Anyone attending the Jarvis Prequel is welcome to remain at the JA office and join our Symposium Partners and Presenters mixer, immediately following, at no additional fee.
Refund Policy for this event is the same as Symposium deadlines.
Note: 4 pak Symposium purchase does NOT include the Prequel event.