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Want more help growing your practice? Check out my book, Delivering Massive Value where I spend 300 pages detailing my most valuable lessons and most painful mistakes building a $2m a year practice. http://deliveringmassivevalue.com/you...

In this episode, Matthew Jarvis is joined by coach Nick Davies to expose one of the biggest lies in financial advising: that you have to choose between growing your business and protecting your personal life. They unpack the mindset traps, emotional roadblocks, and team-building mistakes that keep advisors stuck at $300k instead of scaling to $1M+. If you feel like you’re grinding nonstop but not gaining traction—this conversation will hit hard.

Check out my book Delivering Massive Value for more scripts and strategies used by top financial advisors: https://deliveringmassivevalue.com/

If you’re new to my channel, my name is Matthew Jarvis, CFP. I bought a financial planning practice doing $300k of revenue, grew it to $2m of revenue working just 100 days a year and then sold it in an 8-figure deal. I now help financial advisors do the same (or better).

Since anybody can claim anything online, here are some things you can google to verify:

-Started as a Financial Advisor at age 23, with no college degree, no network and no clue
-Five years later, still struggling to even pay my bills with no hope of change
-Tried to quit in the middle of the financial crisis, but was too proud and too deep in debt
-Maxed out another credit card to be coached by the best advisor I could find (Tom Gau, RIP)
-Did exactly what he showed me and began transforming my practice
-Hired every experienced coach and read every book I could find on financial planning
-Crossed $1,000,000 of Revenue (GDC) and was featured on the Michael Kitces Podcast
-Launched The Perfect RIA podcast and coaching programs
-Helped hundreds of advisors double their practices
-Crossed $2,000,000 of Revenue (GDC) and was again featured on the Michael Kitces Podcast
-Published Delivering Massive Value: The Advisors Guide to a highly profitable practice
-Sold my practice in an 8-figure deal

Always Remember: If it were easy, everyone would do it and nobody would get paid.

Happy Planning!
-Jarvis

00:00 Grinding Without Guilt
03:00 Using Pain for Leverage
05:58 One Area Affects All
08:29 Responsibility to Succeed
10:39 It's Not the Team's Fault
14:04 Start Small with Your Team
16:39 Training Emotional Strength
21:00 Communicate on Schedule
24:13 Reset Team Expectations
26:17 Get Help, It’s Just a Pebble

Disclosure: This information is for educational purposes only and is no guarantee of your success. It takes a stupid high level of pigheaded determination to be wildly successful in any field.