The Monetized Advisor

News you can use (2:16)   https://citywire.com/ria/news/it-has-gotten-much-more-competitive-how-much-longer-can-rias-rocket-ship-rise-persist/a2493134 The Solo Advisor’s Problem - Why Most Advisors Under $100m Struggle to Sell (10:12) Advisor Red Flag (22:24) Deal Me The Cards (24:09)

News You Can Use (4:55) Hey Claude, Sell My Business Why Overrides May Override Your Ability to Sell (14:08) Deal Me the Cards (26:23)

In this episode, industry thought leader Duncan MacPherson joins host Peter Velardi to discuss macro and micro trends impacting financial advisors, including AI, industry consolidation, and strategies for building enterprise value and preparing for a premium exit. 02:12 Understanding Macro Trends in Advisory M&A 14:44 Navigating Industry Trends and Opportunities 20:08 Preparing for a Premium E...

News You Can Use (2:49) https://www.advisorhub.com/resources/why-ownership-structure-matters-to-independent-advisors/ (7:58) https://www.advisorhub.com/resources/ria-consolidation-trends-mergers-of-equals/  The Anatomy of a Deal: What Does the M&A Process Look Like (14:21) Advisor Red Flag (35:27) Deal Me The Cards (35:29)

News you can use: 4:43 https://citywire.com/ria/news/exclusive-jump-raises-80m-to-close-out-series-b/a2481918?utm_medium=website&utm_source=citywire_usa_ria&utm_campaign=list-page&utm_content=latest-news&utm_pos=3&utm_page=2   7:35 https://www.advisorhub.com/resources/ria-consolidation-trends-mergers-of-equals/   I Sold My Practice. What I'd Do Differently with Matthew Jarvis (...

News You Can Use 3:11 - https://www.advisorhub.com/resources/the-power-of-connection-why-partnered-independence-is-the-future-of-wealth-management/ 14:46 - https://citywire.com/ria/news/opinion-soaring-equities-and-record-m-and-a-are-a-dangerous-combo-for-today-s-rias/a2481847 Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice (21:59) Advisor Red Flag (33:11) Deal...

Welcome to the first episode of The Monetized Advisor . With advisory firm valuations at historic highs, the big question isn’t just what’s my multiple? it’s what does the deal really pay me? In this episode, Ted Jenkin and Scott DiGiammarino break down how advisory deals are structured behind the scenes and why the headline number often tells only part of the story. They unpack adjusted EBITDA, o...

Welcome to the Monetized Advisor! The leading podcast for financial advisors who want to build, protect, and ultimately monetize the practice they've worked a lifetime to create.