Book Matthew Jarvis, CFP®, For Your Next Advisor Event
Give your advisors a proven, real-world playbook from one of the most profitable, hyper-efficient lifestyle practices in the industry.
Choose The Topic That Fits Your Audience
When you bring Matthew Jarvis, CFP®, to your audience, they don’t get theory. They get the exact systems, scripts, and processes he used to build a multi-million-dollar lifestyle practice while taking
real time off and delivering massive value to clients. Matthew’s sessions are packed with actionable tactics
your advisors can start using the very next day.
Topic 1: Deliver Massive Value & Build the Lifestyle Practice of Your Dreams
In this session, Matthew walks advisors through the core systems that transformed his practice from barely surviving to a hyper-profitable, highly efficient lifestyle firm. Attendees will learn how to:
- Stop “playing office” and double their effectiveness by focusing only on what actually moves the needle.
- Systematize client meetings, value adds, and communication so they can serve more A-level clients without burning out.
- Charge what they’re worth, confidently graduate misfit clients, and build a practice that supports the life they actually want.
This topic is ideal for conferences, firm study groups, and advisor communities who want a practical roadmap to higher revenue, higher margins, and more time out of the office.
Topic 2: 12-Month Strategy to ACTUALLY Get Referrals from CPAs (and Other COIs)
- Identify and approach the right CPAs and COIs for long-term, mutually beneficial relationships.
- Follow a simple monthly cadence of touches, value adds, and meetings that keeps them top of mind.
- Avoid the common mistakes that cause COI relationships to stall out or never get started in the first place.
Perfect for associations, study groups, and firms that want more “right-fit” clients without relying on cold lead funnels.
Virtual Event/Webinar
High-Impact 60-Minute Webinar (Plus Q&A). Give your advisors a powerful training session without the travel logistics.
What’s Included:
- Session length: 60 minutes (content + live Q&A)
- Kickoff call: A 30-minute pre-event sound-check and strategy call to align on content, tech, and logistics
- Total time commitment: 1.5 hours of Matthew’s time.
- Honorarium: $1,000 USD for a 1-hour virtual webinar (includes the kickoff call)
- Books included: 24 copies of Matthew’s book for your attendees
- Tailored examples and Q&A specific to your firm, association, or community
You’ll complete a brief form, submit payment, and then choose your date.
Bring Matthew On-Site For aHigh-Impact Keynote or Deep-Dive Workshop
For conferences, firm offsites, or client appreciation events, Matthew can join you in person to deliver a keynote or workshop tailored to your audience.
What’s Included:
- Format options: Keynote or workshop (agenda finalized with your team)
- Session focus: Choose from the featured topics above; content is customized to your attendees and event goals
- Honorarium: $10,000 USD, which includes flight and lodging.
- Books included: 96 copies of Matthew’s book for your attendees
- Coordination with your team on AV, room setup, and run-of-show
Tell us about your event, and we’ll follow up to confirm details and next steps.
Simple, Transparent Booking Process
Share your event details. You’ll complete a brief form so we can understand your audience, goals, and logistics.
Confirm the date and payment. We’ll confirm Matthew’s availability and send simple payment instructions (for in-person events only). Payment and all required information are due 14 calendar days before your event to hold the date.
Align on content and promotion. We’ll schedule a kickoff call, finalize the topic, and coordinate promotion
so your attendance is strong.
Not Ready to Book Yet?
If you’re still considering speakers and want to learn more about Matthew’s background, podcast,
