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In this episode of the TPR podcast, Matthew Jarvis and Ted Jenkin discuss the evolving landscape of financial advisory, focusing on M&A deals, the importance of hard work, and effective marketing strategies. They emphasize the need for advisors to adapt to market changes, leverage creative marketing, and understand the value of their clients' businesses. The conversation also highlights the significance of building strong relationships with clients and the role of advisors in guiding business owners through the sale process.
Unlocking M&A Secrets with Ted Jenkin
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Ted Jenkin: LinkedIn | Website - Get your practice valuation here - Learn More about our Coaching Programs
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
In this episode of the TPR podcast, Matthew Jarvis and Ted Jenkin discuss the evolving landscape of financial advisory, focusing on M&A deals, the importance of hard work, and effective marketing strategies. They emphasize the need for advisors to adapt to market changes, leverage creative marketing, and understand the value of their clients' businesses. The conversation also highlights the significance of building strong relationships with clients and the role of advisors in guiding business owners through the sale process.
Unlocking M&A Secrets with Ted Jenkin
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Ted Jenkin: LinkedIn | Website - Get your practice valuation here - Learn More about our Coaching Programs

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