Ep 61: How to Reclaim Your Time and Boost Your Bottom Line

Episode 61: How to Reclaim Your Time and Boost Your Bottom Line

Guest: Matthew Jarvis

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

Today’s guest is Matthew Jarvis, critically acclaimed author, co-founder of The Perfect RIA, and host of one of the most influential podcasts for financial advisors. His Deliver Massive Value™ approach has helped advisors maximize efficiency, profitability, and work-life balance—all while delivering outstanding client service.

Key Takeaways:

✅ Clean Books are Crucial – Many advisors neglect bookkeeping, leading to tax issues, compliance risks, and lower practice valuations. Get your financials in order!

✅ Know Your Numbers – True success comes from analyzing profitability, margins, and labor efficiency—not just revenue. Run your practice like a business, not a hobby.

✅ Time is Money (Literally!) – Calculate your cost of time and outsource low-value activities so you can focus on high-impact work like client acquisition and strategic growth.

✅ Beware the Distraction Tax – Constant notifications and interruptions are costing you productivity and money. Create systems to eliminate distractions and stay focused.

✅ Audit Your Time – Track how you actually spend your time to identify inefficiencies and reclaim hours for revenue-generating work. Stop "playing office" and start running your firm smarter.

Connect with Matthew Jarvis

📘 Book: Delivering Massive Value
🎙 Podcast: The Perfect RIA
🌐 Website: ThePerfectRIA.com

Connect with Catherine

🔗 LinkedIn
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🌐 Dominion Enterprise Services
📧 Email: admin@dominiones.com

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