In this episode of the TPR podcast, host Matthew Jarvis and guest Peter Velardi discuss the intricacies of negotiating deal terms, the importance of understanding earn outs, and the value of professional negotiation in the financial advisory space. They explore how advisors can design their job descriptions post-transition, the risks of going directly to firms without representation, and the potential pitfalls of waiting to sell a practice. The conversation emphasizes the current seller's market and the importance of confidentiality in the valuation process, providing insights for advisors considering their options. <a href= "https://theperfectria.com/podcast/negotiating-deal-terms-with-peter-velardi/" target="_blank" rel="noopener">Negotiating Deal Terms With Peter Velardi</a> Resources in today's episode: Resources: - Matt Jarvis: <a href="https://www.matthewjarvis.com/">Website</a> | <a href= "https://www.linkedin.com/in/mpjarvis/">LinkedIn </a>- Peter Velardi: Website | <a href= "http://linkedin.com/in/psvelardi">LinkedIn</a> - Get your practice valuation <a href= "https://go.theperfectria.com/optin-ted-jenkin-a" target="_blank" rel="noopener">here</a> <div class="col-lg-4 col-md-6 col-12 order-md-2 order-1">  </div>

Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.