Ep 144: đŸ”„ Delivering Massive Value: Building Trust & Authentic Client Engagement

The 9Innings Podcast di Kevin Thompson, RICPÂź, CFPÂź

Note sull'episodio

In this episode of the 9Innings Podcast, host Kevin Thompson sits down with Matt Jarvis to discuss what it really means to deliver massive value to clients.

Matt shares his journey of building a thriving practice and breaks down the strategies that helped him stand out, including the creation of “value ads,” intentional client engagement, and the power of transparent communication.

Together, Kevin and Matt explore:

  • How to overcome “fake busyness” and focus on what matters
  • The role of authenticity in building trust and content creation
  • Why niche audiences drive deeper impact and growth
  • The persistence and intentionality required for sustainable success

This conversation is packed with practical insights for advisors who want to scale with purpose, empathy, and consistent  ... 

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financial planningfinancial educationpodcast9inningscertified financial plannerbusinessownermlb2cfp9icapitalgroupfinancial expertempowermentregistered investment advisors9innings podcast9i capital group the perfect riamatthew jarvis