Stop collecting ideas and start taking action with Matthew Jarvis, CFP®
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Stop collecting ideas and start taking action with Matthew Jarvis, CFP®
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Steven Jarvis,CPA is joined by Matthew Jarvis to discuss one of the biggest takeaways from the 2026 Summit: turning ideas into action. They explain why attending a conference or learning something new is only valuable if advisors actually implement what they learn. Steven and Matthew walk through the importance of measuring how much time and money advisors are investing in professional development. They discuss how to identify the gap between where an advisor is today and where they want to be, and the value of learning from advisors who are already achieving the results you want instead of trying to reinvent everything yourself. Finally, they encourage advisors to decide what results they want and what price they are willing to pay to achieve them.
https://zurl.co/lvP8z