What You'll Learn In Today's Episode:

  • Advisors need to avoid going it alone when selling their practices.
  • Understanding the nuances of deal structures is crucial for advisors.
  • Investing time and money in marketing is essential for growth.
  • Successful marketing requires a long-term commitment, often beyond 90 days.
  • Preparation is key to succeeding in media appearances.

What If You Can Transform Your Practice In 12 Months?

Make the first step and apply for your FREE Business Growth Session!

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In this episode, Matthew welcomes back Ted Jenkin to discuss the current landscape of financial advisory deals, the importance of professional guidance in selling practices, and effective marketing strategies for advisors. Ted shares insights on minority deals, the significance of time and money investment in marketing, and his journey to media appearances. The conversation also touches on the future of the financial advisory industry and the need for advisors to adapt to changing market conditions.

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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