The Perfect RIA

Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]


Listen Later

In this episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common misconceptions and the stark difference between a valuation and the actual market price a business can command. Ted also discusses his wisdom on the critical factors that shape practice valuations, including the oft-overlooked elements of culture, money management prowess, and brand equity. He also sheds light on the pivotal role of cash flow velocity and stock growth trajectories, elements that can make or break a potential sale.

Whether you're a financial advisor contemplating an exit strategy or simply seeking to futureproof your practice for sustainable growth, this episode is an absolute must-listen.

Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260] Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Ted Jenkin: LinkedIn | Website - Two-Year Checklist and Client Acquisition Techniques

...more
View all episodesView all episodes
Download on the App Store

The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

450 ratings


More shows like The Perfect RIA

View all
Radical Personal Finance by Joshua Sheats

Radical Personal Finance

1,875 Listeners

Behind The Advisor by XYPN

Behind The Advisor

138 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

273 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

547 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,003 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

246 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,047 Listeners

The Long View by Morningstar

The Long View

850 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

227 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

104 Listeners

Ask The Compound by The Compound

Ask The Compound

297 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

118 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

114 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners