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.

I hope you enjoy!

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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