The Diamond Podcast for Financial Advisors
How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis
August 18, 2022
Matthew Jarvis rose from near bankruptcy to running a profitable independent financial advisory practice. He shares his story plus key teachings on extreme accountability and delivering massive value to clients.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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