Ep 61: How to Reclaim Your Time and Boost Your Bottom Line

Financial Advisors Want to Know: How to Reclaim Your Time and Boost Your Bottom Line - Ep. 61 Matthew Jarvis

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Critically acclaimed author Matthew Jarvis has quite literally written the book for financial advisors on how to Deliver Massive Value™.  His intense focus on delivering the most value possible to clients, and spending quality time outside of the office with his family, all while being highly profitable in these pursuits, has catapulted Matthew Jarvis into the global league of extraordinary advisors.  

Today, Matthew Jarvis is one of the most sought-after public speakers in the financial industry for his, albeit controversial, no-nonsense tactics to systemize policies to maximize efficiency. As a co-founder of The Perfect RIA, Matthew co-hosts the most prominent podcast for financial advisors by financial advisors.  With over two million downloads, The Perfect RIA podcast and coaching platform has revolutionized the antiquated methodology historically used in the industry by exposing vulnerabilities, promoting open collaboration, and holding experts and peers accountable.  

Key Podcast Takeaways:
Clean Books are Crucial: Many advisors neglect bookkeeping, leading to tax messes, compliance issues, and lower practice valuations.

Know Your Numbers: Understand your profitability, margins, and labor efficiency to run a truly successful practice. Don't just brag – analyze!

Time is Money (Literally!): Calculate your cost of time and outsource low-value activities to focus on high-impact tasks like client acquisition and strategic planning.

Beware the Distraction Tax: Constant interruptions from notifications and other distractions are costing you significant productivity and, therefore, money.

Audit Your Time: Track where your time is actually going to identify time-wasting activities and "playing office." Reclaim those hours for revenue-generating work.

Connect with Matthew:
https://theperfectria.com/
https://podcasts.apple.com/us/podcast/the-perfect-ria/id1358988073
https://www.amazon.com/Delivering-Massive-Value-Profitable-Hyper-Efficient-ebook/dp/B09F3Y7FGF?ref_=ast_author_mpb

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

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Contact Catherine's Team:
admin@dominiones.com

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