The Perfect RIA

Financial Undressing: What Your Practice Valuation is Really Wearing


Listen Later

In this week's Follow Up Friday, Amber Kuhn highlights advisor mindsets and M&A strategies in the financial advisory world. 

Monday's episode featured Matt and Micah reflecting on insights from their recent mastermind event, where "financial undressing" revealed a fundamental truth: no two practices are alike. They challenged advisors to abandon the "I'm the best" mentality, warning that pride creates a dangerous blind spot. Instead, they advocate seeking out advisors who are achieving superior results and learning from their approaches—while still maintaining a critical eye for those who might be all talk with little substance to back up their claims.

The week's bonus episode featured Ted Jenkin from JPTD joining Matt to cut through the noise in the M&A space. Ted highlighted a common pitfall: advisors often lack the market context to properly evaluate deals, potentially leaving money on the table. He emphasized that beneath splashy headlines about practice valuations lie complex deal structures that demand specialized knowledge.

Resources in today's episode:

- Episode Website - You’re Not Taylor Swift [Episode 299] - Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin

...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

452 ratings


More shows like The Perfect RIA

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

198 Listeners

Behind The Advisor by XYPN

Behind The Advisor

138 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

284 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

672 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,014 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,099 Listeners

The Long View by Morningstar

The Long View

892 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

242 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

106 Listeners

Ask The Compound by The Compound

Ask The Compound

320 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

124 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

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

Facts vs Feelings with Ryan Detrick & Sonu Varghese

45 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

140 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

24 Listeners