SCALE YOUR BUSINESS TODAY

Gain access to expert insights, proven strategies, and actionable tactics for

successfully hiring, integrating, and managing a junior advisor by joining our

Junior Advisor Masterclass

Don't let uncertainty hold you back – learn from seasoned experts, Matthew Jarvis, CFP®, ChFC

and Benjamin Brandt, CFP®, how to streamline your workload, improve client service,

and position your practice for long-term growth.

IS THIS FOR YOU?

HOW DO YOU KNOW IF THE JUNIOR ADVISOR MASTERCLASS IS THE RIGHT CHOICE FOR YOU

The Junior Advisor Masterclass is designed for financial advisors who are considering expanding their practice by hiring a junior advisor. It caters to advisors who may be at a stage where they need to delegate tasks, free up time for higher-value activities, or scale their business to serve more clients effectively. The masterclass offers valuable insights, strategies, and practical advice for those looking to navigate the process of adding a junior advisor to their team successfully.

Financial advisors who would benefit from this masterclass typically include:

1. Experienced advisors who have reached a point where they are overwhelmed with tasks and need support to manage their workload effectively.

2. Advisors who want to scale their practice and take on more clients but recognize the need to delegate certain responsibilities to focus on growth-oriented activities.

3. Solopreneur advisors who are considering expanding their practice by building a team but are unsure about the process or hesitant about letting go of control.

4. Advisors who want to upgrade their client service offerings, improve efficiency, and create opportunities for personal and professional growth within their practice.

WHAT DO YOU GET FROM THIS MASTERCLASS

The Junior Advisor Masterclass is a comprehensive program created for financial advisors who are considering hiring a junior advisor to expand their practice.

Here's a breakdown of the chapters and key points Matthew Jarvis, CFP®, ChFC, and Benjamin Brandt, CFP® covered in each:

Chapter 1

Learn about Matt and Ben's journeys to success and their decisions to incorporate Junior Advisors into their practices, including how to assess your own circumstances.

Chapter 2

When adding a Junior Advisor, you must first understand the details of measuring ROI. Learn how Matt and Ben track this, where things can go wrong, and what you should focus on before you start the hiring process.

Chapter 3

There’s more to bringing on a new Advisor than signing the dotted line. Here, Matt and Ben focus on transferring authority to a new advisor, from strategies for client introductions to gradually shifting responsibilities.

BONUS Chapter

We’re sharing interviews with industry experts Amy Kizer and Yosef Colish as they discuss hiring lead Advisors, managing remote teams, and providing personalized client service.

Each chapter provides valuable insights, action items, and real-world experiences from successful financial advisors to guide others through the process of hiring and integrating a junior advisor into their practice effectively. The masterclass covers various aspects, including decision-making, hiring strategies, transitioning responsibilities, managing objections, and maximizing the benefits of bringing on a new advisor.

THE ONES WHO TOOK THE LEAP OF FAITHAND JOINED US

Check Out These Results From Other TPR Members

Joseph Curry, CFP®, CHS

Matthews & Associates

“I'm not sure which is harder, firing a team member or firing a client. Thanks to Jarvis & Micah, I did both... multiple times... and it transformed my practice. As painful as it was, it laid the foundation for me to Deliver Massive Value to the clients who are the right fit for my practice AND give me the quality of life my family deserves.”

Brian Skinner

Skinner Wealth Strategies

"I’ve always had a vision for my practice, but I didn’t have a roadmap to get there. Jarvis’ book, podcast, and INVICTUS Coaching Program helped me implement dozens of changes to make my practice more efficient, deliver more value to clients and create a better work balance for my team. Knowing who I could trust to get through my headtrash made all the difference.”

Todd Lester

Lester Financial Group

“Jarvis’ prospect process is the best process I have implemented in 25 years in this business. There is no better lifestyle practice to learn from than Jarvis Financial. Many “gurus” are giving advice, but Jarvis is sharing what works. His advice has improved my business more than anything I have done in 25 years.”

MEET YOUR HOSTS

Matthew Jarvis, CFP®
Jarvis Financial Services

Critically acclaimed author Matthew Jarvis has quite literally written the book for financial advisors on how to Deliver Massive Value (™). His intense focus on delivering the most value possible to clients and spending quality time outside of the office with his family, all while being highly profitable in these pursuits, has catapulted Matthew Jarvis into the global league of extraordinary advisors.

Benjamin Brandt, CFP®
Capital City Wealth Management

Benjamin Brandt is a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company. He is also the host of the popular podcast Retirement Starts Today Radio and the accompanying blog as well as a co-host of the Retirement Tax Podcast. Benjamin is a long time friend with Matt and Micah, a fellow advisor and one of the first INVICTUS Members.

YOUR HOSTS

Matthew Jarvis, CFP®, is a financial advisor at Jarvis Financial, co-owner of The Perfect RIA and Retirement Tax Services, podcast host, best-selling author, and coach.

Matthew packs a powerful message to all in the financial planning industry: mediocrity knows nothing higher than itself, so to be exceptional, you must do what works. Through this message and by providing specific, actionable strategies, he has guided thousands of advisors toward improving and doubling their practices and creating the life they deserve.

Matthew Jarvis, CFP®, is a financial advisor at Jarvis Financial, co-owner of The Perfect RIA and Retirement Tax Services, podcast host, best-selling author, and coach.

Benjamin Brandt, CFP®, is a financial advisor at Capital City Wealth Management, North Dakota fee-only financial planning company.

He is also the host of the popular podcast Retirement Starts Today Radio and Co-Host of the Retirement Tax Podcast, which helps bridge the gap between tax professionals, financial advisors, and their mutual clients to reduce most people’s largest expense in retirement: taxes. Benjamin is on a mission to help 1,000,000 people retire! He was named as Investopedia Top 10 Advisor and Investment News 40 Under 40 Class of 2018.

Use the opportunity to join Matt and Ben and gain actionable strategies, best practices, and real-world insights to effectively hire, integrate, and manage a junior advisor within your financial advisory practice, ultimately leading to improved efficiency, client service, and long-term growth opportunities.