Tag Archives: success

Episode 273 – How to Attract Ideal Prospects by Being Yourself –– With Matthew Jarvis

Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, Sales, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Podcast: Play in new window | Download (Duration: 25:38 — 24.5MB) | Embed

Subscribe: Spotify | iHeartRadio | Email | TuneIn | RSS | More

Pretending to like golf won’t get you clients.

The best way to grow your business is by being authentic and doing things you love with people who love the same things as you!

Today, Matt is joined by Matthew Jarvis, the co-founder of The Perfect RIA and president of Jarvis Financial. This episode is packed with unconventional, but proven, ways to generate referrals from COIs, find ideal prospects in places you’ve never considered, and create a business that allows you to take time off without compromising profitability.  

In this episode, you will learn:

  • How Matthew has been so successful in delivering massive value to his clients
  • Matthew’s secret method to getting referrals from COIs without actually asking for referrals
  • Matthew’s methods for getting half of his business through rock climbing, mountain biking, dirt biking, boating, and going to Vegas
  • Why Matthew is able to take six months off a year and still maintain high profitability 
  • Why finding a mentor to guide you on your journey to success is easier than you think
  • And more!

Listen now to learn how you can apply Matthew’s tips and tricks to your unique business model!

Resources: Top Advisor Marketing | Matthew Jarvis | The Perfect RIA podcast | Jarvis Financial | The “Sleep On It” Process | Behavioral Investment Counseling by Nick Murray

Brought to you by Iris.xyz

Ep 155 – Defining Global Leadership with Jodi Morris

Get to Know the Experts, Practice Mgmt, , , , , ,

Podcast: Play in new window | Download (Duration: 27:10 — 43.9MB) | Embed

Subscribe: Spotify | iHeartRadio | Email | TuneIn | RSS | More

On today’s episode of Top Advisor Marketing, we’re stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Connecting Growth Globally, to discuss what it takes to develop global leadership and how it’s possible to connect your global growth.

Jodi’s mission in her work is to help motivated, curious, globally-minded individuals and teams define and harness their values, strengths and story to better maximize their life impact. Her two main avenues to achieve this is Success Coach and Global Leadership Trips. In an industry where people often feel they’re unable to be themselves, Jodi’s work enables financial service professionals to add the WHY to their business model and professional lives.

If you’re interested in learning more about global leadership, or how your business model could benefit from a bit more WHY be sure to listen in today!

Links: Jodi Morris LinkedIn | Connecting Growth Globally |