Don't Underestimate Simplicity: Matthew Jarvis on Streamlining Your Practice [Episode 9]
Key Links
The 'Sleep On It' Jarvis Financial Process
Carl Richards Book on the One-Page Financial Plan
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Most financial planners thrive on helping people. In addition to having an affinity for numbers, many CFP's share in common the desire to take in an innumerable amount of clients as a means for bringing more reassurance and financial security to the biggest pool of people as possible. Unfortunately though, there is only a finite amount of clients that one can possibly meet with. In addition, clients also have to bring in enough capital to sustain the entire practice…
The skinny
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