In this episode of the TPR Podcast, Matthew Jarvis and John Poole discuss the critical factors that determine whether financial advisors should engage in business deals. They explore who should avoid deals, the importance of business growth, the risks associated with client concentration, and the common misconceptions about practice valuation. The conversation emphasizes the need for advisors to view their practices as businesses and to understand the implications of their operational decisions on valuation and marketability. <a href= "https://theperfectria.com/podcast/the-pitfalls-of-cooperative-practices-with-john-poole/" target="_blank" rel="noopener">The Pitfalls of Cooperative Practices With John Poole</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> - John Poole: <a href="https://www.jptdpartners.com/" target= "_blank" rel="noopener">Website</a> | <a href= "http://linkedin.com/in/john-p-0a47ab326" 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>

Things Will Go Wrong: Now What?  [Episode 363]

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.