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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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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 [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Chapters
1. Interview with Matthew Jarvis, Co-Founder of The Perfect RIA. - Taking Over a Financial Advisors Practice? Here Is What One Expert Thinks! (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:12:06)
3. (Cont.) Interview with Matthew Jarvis, Co-Founder of The Perfect RIA. - Taking Over a Financial Advisors Practice? Here Is What One Expert Thinks! (00:12:47)
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