The Perfect RIA
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The Pitfalls of Cooperative Practices With John Poole

The Perfect RIA
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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.

The Pitfalls of Cooperative Practices With John Poole

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- John Poole: Website | LinkedIn
- Get your practice valuation here
- Learn More about our Coaching Programs 

 

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Podden och tillhörande omslagsbild på den här sidan tillhör Matthew Jarvis, CFP® & Micah Shilanski, CFP®. Innehållet i podden är skapat av Matthew Jarvis, CFP® & Micah Shilanski, CFP® och inte av, eller tillsammans med, Poddtoppen.