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You help shape your clients' finances around their life purpose. But are you as intentional about your own business as you are about planning?
On this episode of the Elementality podcast, Reese Harper interviews Matthew Jarvis of The Perfect RIA. You also have values and dreams and Matthew explains why it's important to stay true to yourself as you build your firm.
By Jordan Haines, CFP®4.8
3535 ratings
You help shape your clients' finances around their life purpose. But are you as intentional about your own business as you are about planning?
On this episode of the Elementality podcast, Reese Harper interviews Matthew Jarvis of The Perfect RIA. You also have values and dreams and Matthew explains why it's important to stay true to yourself as you build your firm.

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