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Content provided by Shelby Nicholl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shelby Nicholl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Can Consistency Be Your Secret Weapon for Growth?

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Manage episode 488574718 series 3565060
Content provided by Shelby Nicholl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shelby Nicholl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of the Kick It Open podcast, host Shelby Nicholl of Muriel Consulting welcomes financial advisor and Perfect RIA founder Matthew Jarvis for a straight-talking, strategy-filled conversation on one of the most underrated drivers of organic growth: consistency.

Matthew opens up about his early career struggles, the turning point that led to a multi-million-dollar solo practice, and why delivering massive value with precision and repeatability is the real key to success. He shares how scripting client meetings word-for-word, practicing like a stand-up comic, and eliminating sales pressure has helped him build deep trust with clients—and a wildly efficient business.

From the “Sleep On It” process to debunking advisor myths around fees and closing, this episode is packed with actionable ideas to help advisors refine their approach, boost their confidence, and grow with integrity.

🔑 Key Takeaways:

  • Repetition and structure create space for authentic, high-value client interactions
  • Organic growth isn’t about gimmicks—it’s about consistent value delivery
  • You don’t need to be a “closer” to build a thriving practice
  • Confidence stems from clarity, scripting, and practicing your delivery

If you’re ready to simplify your process, supercharge your confidence, and create real momentum in your advisory business, this episode is for you.

🎧 Listen now and kick open the door to your next level of success.

Learn more at MurielConsulting.com

Schedule a discovery call with Shelby Nicholl: Zoom Scheduler
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU

  continue reading

Chapters

1. Introduction to the Kick It Open Podcast (00:00:00)

2. Guest Introduction: Matthew Jarvis (00:00:55)

3. Matthew's Journey to Success (00:01:36)

4. Delivering Massive Value (00:02:50)

5. The Sleep On It Process (00:05:44)

6. Consistency and Practice in Client Communication (00:10:22)

7. Tailoring the Process to Fit Your Style (00:15:01)

8. Building Confidence as an Advisor (00:18:34)

9. Discussing Fees with Clients (00:20:42)

10. Effective Client Onboarding Process (00:21:27)

11. Avoiding Common Advisor Mistakes (00:26:34)

12. Handling Investment Conversations (00:28:02)

13. Streamlining Client Meetings (00:30:14)

14. Ad-Break (00:30:42)

15. Maintaining Consistency and Value (00:32:11)

16. Quick-Fire Questions and Insights (00:35:30)

17. Concluding Thoughts and Farewell (00:38:41)

28 episodes

Artwork
iconShare
 
Manage episode 488574718 series 3565060
Content provided by Shelby Nicholl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shelby Nicholl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode of the Kick It Open podcast, host Shelby Nicholl of Muriel Consulting welcomes financial advisor and Perfect RIA founder Matthew Jarvis for a straight-talking, strategy-filled conversation on one of the most underrated drivers of organic growth: consistency.

Matthew opens up about his early career struggles, the turning point that led to a multi-million-dollar solo practice, and why delivering massive value with precision and repeatability is the real key to success. He shares how scripting client meetings word-for-word, practicing like a stand-up comic, and eliminating sales pressure has helped him build deep trust with clients—and a wildly efficient business.

From the “Sleep On It” process to debunking advisor myths around fees and closing, this episode is packed with actionable ideas to help advisors refine their approach, boost their confidence, and grow with integrity.

🔑 Key Takeaways:

  • Repetition and structure create space for authentic, high-value client interactions
  • Organic growth isn’t about gimmicks—it’s about consistent value delivery
  • You don’t need to be a “closer” to build a thriving practice
  • Confidence stems from clarity, scripting, and practicing your delivery

If you’re ready to simplify your process, supercharge your confidence, and create real momentum in your advisory business, this episode is for you.

🎧 Listen now and kick open the door to your next level of success.

Learn more at MurielConsulting.com

Schedule a discovery call with Shelby Nicholl: Zoom Scheduler
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU

  continue reading

Chapters

1. Introduction to the Kick It Open Podcast (00:00:00)

2. Guest Introduction: Matthew Jarvis (00:00:55)

3. Matthew's Journey to Success (00:01:36)

4. Delivering Massive Value (00:02:50)

5. The Sleep On It Process (00:05:44)

6. Consistency and Practice in Client Communication (00:10:22)

7. Tailoring the Process to Fit Your Style (00:15:01)

8. Building Confidence as an Advisor (00:18:34)

9. Discussing Fees with Clients (00:20:42)

10. Effective Client Onboarding Process (00:21:27)

11. Avoiding Common Advisor Mistakes (00:26:34)

12. Handling Investment Conversations (00:28:02)

13. Streamlining Client Meetings (00:30:14)

14. Ad-Break (00:30:42)

15. Maintaining Consistency and Value (00:32:11)

16. Quick-Fire Questions and Insights (00:35:30)

17. Concluding Thoughts and Farewell (00:38:41)

28 episodes

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