Matthew Jarvis is the Co-Founder of The Perfect RIA and President of Jarvis Financial, where he built a highly profitable firm managing over $200 million. He is an author and speaker who coaches financial advisors on duplicating his success by delivering massive value and achieving a better work-life balance. He holds CFP and ChFC certifications.
Outside of work, Matthew is dedicated to his family and enjoys traveling the world with them, including taking a 6-month boat trip. He is an avid outdoorsman who engages in mountain biking, dirt biking, and other adventurous activities. He prioritizes taking over 200 free days a year to spend on these pursuits.
After struggling for years and nearly quitting the industry during the 2008 financial crisis, he completely turned his business around to build a multi-million dollar revenue practice.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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