In this episode of the TPR podcast, Matthew Jarvis and Scott DiGiammarino discuss the intricacies of practice valuation and the M&A landscape for financial advisors. They explore current market trends, the importance of a structured process in practice sales, and the emotional aspects of selling a practice. The conversation emphasizes the significance of due diligence, the role of matchmaking in finding the right buyer, and the value of professional representation in negotiations. Listeners gain insights into setting expectations and understanding the true worth of their practices in today's market.

Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]

Resources in today's episode:

- Matt Jarvis - Website | LinkedIn
- Scott DiGiammarino - Website | LinkedIn

As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well.

Encore Episode: Leveraging Technology With Guest Ben Goss

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Ben Goss: Website | LinkedIn

In this episode of the Perfect RA Podcast, Matthew Jarvis and guest Liam Hanlon from Jump AI discuss the evolving landscape of technology adoption in financial advisory. They explore the benefits of note-taking technology, the psychological barriers advisors face, and the insights derived from analyzing advisor-client interactions. The conversation highlights the importance of integrating AI tools into daily operations to enhance client relationships and improve outcomes. They also touch on the future of Jump AI and the growing trend of AI adoption among financial advisors.

Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]

Resources in today's episode:

- Matt Jarvis - Website | LinkedIn
- Liam Hanlon - Website | LinkedIn
- Learn more about our programs - https://go.theperfectria.com/programs

Matt and Micah kick off the conversation by discussing a recent conference experience, which turned out to be a masterclass in learning from others. They're exploring the significance of asking the right questions to truly understand the industry, and the importance of transparency, not just in sharing successes but also in discussing mistakes. Drawing from personal experiences, they caution against unsolicited advice and urge listeners to verify advice from credible sources. Their practical advice extends to a call for honest self-assessment and using real numbers to evaluate one's practice. Being open to learning, asking the right questions, and embracing transparency are fundamental to growth and success.

Encore Episode: So Is This What You Do In YOUR Practice?

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn

In this episode of the Perfect RIA podcast, Matthew Jarvis and Justin Smith discuss the evolving landscape of life insurance and the importance of having open conversations about risk management with clients. They emphasize the need for financial advisors to engage in discussions about life insurance, estate planning, and the significance of proactive client communication. The conversation covers strategies for overcoming the discomfort associated with these topics, the importance of visualizing insurance needs, and the necessity of annual reviews to ensure clients' policies remain relevant. Additionally, they highlight the role of pre-underwriting in securing the best insurance options for clients, especially in complex estate planning scenarios.

The Importance of Risk Management in Financial Planning With Justin Smith

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Justin Smith: Website | LinkedIn

In this episode of the TPR podcast, host Matthew Jarvis interviews Art Turock, author of 'Demolish Your Comfort Zones.' They discuss the importance of breaking free from comfort zones to achieve personal and professional growth. Art shares his experiences and insights on how to overcome self-doubt, the significance of commitment, and the role of coaching in demolishing comfort zones. The conversation emphasizes the need for continuous growth and the impact of comfort zones not only on individuals but also on those around them.

Demolishing Comfort Zones: A Path to Growth With Art Turock

Resources in today's episode:

- Matt Jarvis - Website | LinkedIn
- Art Turock - Website | LinkedIn
- Buy the book HERE

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients' needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question.

Encore Episode: Client Relationships And Connections With Guest David Gow

Resources in today's episode:

– Matt Jarvis: Website | LinkedIn
– David Gow: Website | LinkedIn

In this episode of the TPR podcast, Matthew Jarvis and John Poole discuss the concept of financial advisors operating as 'coin operators' rather than business owners. They explore the importance of transitioning from a cash flow mindset to one focused on wealth creation, emphasizing the need for objective financial analysis and understanding the true value of a business. The conversation also covers the tax implications of M&A transactions, identifying weaknesses in financial practices, and the role of advisors in fostering business growth. John shares insights on how to prepare for M&A and the importance of accountability in achieving success.

The Shift from Cash Flow to Wealth with John Poole

Resources in today's episode:

- Matt Jarvis - Website | LinkedIn
- John Poole - Website | LinkedIn