Matthew Jarvis

Inquirer
DISC Type : cd

Co-Founder at The Perfect RIA

Las Vegas, Nevada, United States

Overview

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.

Personality Overview

Upfront

Judgemental

Hard To Convince

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Practice Efficiency
He built his firm to $2M in revenue with a 2-person team while taking 6 months of vacation, a model he now teaches other advisors.
Value Delivery
Authored the book "Delivering Massive Value" and built his entire coaching philosophy around teaching advisors how to provide and articulate superior value to clients.
Lifestyle Design
He is a major proponent of building a "lifestyle practice, " engineering his business to allow for over 250 days off per year for family and travel.

Media Appearances

Turning the Tables on The Perfect RIA's Matthew Jarvis. Featured in Diamond Consultants

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Mindy Diamond on Independence: How The Perfect RIA's Matthew Jarvis Turned the Tables on His Career. Featured in WealthManagement.com

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Work History

3-2019
Co-Founder at The Perfect RIA
2-2017
Strategic Advisor at Deliver Massive Value
9-2003
President at Jarvis Financial

Education

2004 - 2007
ChFC from The American College of Financial Services
Bachelor of Business Administration (B.B.A.) from Thomas Edison State University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Las Vegas, Nevada, United States Job Level : Leadership Designation : Co-Founder at The Perfect RIA
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Tell them that you are there to help them create visible impact within their organization
  • Refer to testimonials from others in similar positions

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Matthew

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • Their decision making speed is somewhere in the middle.
  • Can Matthew take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Matthew

Personality Compatibility


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