In this episode, Matthew Jarvis and Ted Jenkin discuss the critical importance of business owner clients for financial advisors, particularly during transitions such as business sales. They explore strategies for advisors to retain assets under management (AUM) by positioning themselves as essential partners in the M&A process. The conversation covers the nuances of business valuation, effective marketing strategies, negotiation tactics, and the significance of cultural fit in client relationships. Ted shares valuable insights on how advisors can add value to their practices and navigate the complexities of business sales, emphasizing the need for expertise and strategic partnerships.

The M&A Playbook for Financial Advisors with Ted Jenkin

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Ted Jenkin: LinkedIn | Website - Get your practice valuation here