In this episode, Matthew and Peter from JPTD discuss the current landscape of financial advisory practices, focusing on the role of private equity, the impact of capital deployment on growth, and the challenges faced by advisors in an increasingly consolidated market. They explore the implications of AI on the industry, the ongoing wealth transfer between generations, and the importance of professional guidance in navigating M&A decisions. The conversation highlights the evolving nature of advisory practices and the potential for growth and success in the current environment. <a href= "https://theperfectria.com/podcast/capital-deployment-and-growth-strategies-with-peter-velardi/" target="_blank" rel="noopener">Capital Deployment and Growth Strategies With Peter Velardi</a> Resources in today's episode: - Matt Jarvis: <a href= "https://www.matthewjarvis.com/" target="_blank" rel= "noopener">Website</a> | <a href= "https://www.linkedin.com/in/mpjarvis/" target="_blank" rel= "noopener">LinkedIn</a> - PeterVelardi: <a href="https://www.jptdpartners.com/" target= "_blank" rel="noopener">Website</a> | <a href= "http://linkedin.com/in/psvelardi" target="_blank" rel= "noopener">LinkedIn</a> - Get your practice valuation <a href= "https://go.theperfectria.com/optin-ted-jenkin-a" target="_blank" rel="noopener">here</a> - <a href="https://go.theperfectria.com/programs" target="_blank" rel="noopener">Learn More about our Coaching Programs</a>

Confidence Comes From Repetitions  [Episode 359]

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.