Episode 40: Balancing Life w/ Matthew Jarvis

In this episode of the Roadmap to Retirement podcast, I am joined by Matthew Jarvis to discuss strategies for efficient financial advisory, particularly focusing on surge meetings. Jarvis shares insights on time-blocking, balancing work and personal life, and the importance of intentionality in business practices. We also touch on the value of continuous learning and mentorship in the financial advisory field. The conversation highlights the significance of tracking performance metrics to achieve success and take meaningful time off. Additionally, Jarvis emphasizes the importance of seeking advice from experienced professionals. The discussion rounds off with their travel experiences, demonstrating a balance between professional commitments and personal fulfillment. Come back next week for a new episode!