What You'll Learn In Today's Episode:

• How Peter Tiboris has scaled his practice to over $3.2 billion in assets.
• The best decisions in acquisitions are often the ones you say no to.
• Simplicity and transparency resonate more with clients than complexity.
• The risk in investing is more about inflation than volatility.
• Hiring should focus on those who prioritize client interests over profits.
• Organic growth can be just as important as acquisitions.
• Building a sustainable client relationship requires institutionalizing advisor roles.
• A strong organizational culture is essential for long-term success.

In this episode Matthew Jarvis interviews Peter Tiboris, a successful financial advisor who has scaled his practice to over $3.2 billion in assets under management. They discuss Peter’s journey from cold calling to professionalizing his management team, the importance of philosophy in financial planning, and how to build sustainable client relationships. Peter shares the significance of simplicity and transparency in investment approaches, and the ideal characteristics of advisors for growth. The conversation emphasizes the need for a strong organizational culture and the importance of focusing on client objectives rather than just returns.

Resources In Today's Episode: