JPTD Partners

The Monetized Advisor

Business EN ↓ 8 episodes

The Monetized Advisor™ Legacy. Liquidity. The Exit Playbook. A podcast for financial advisors who want to build, protect, and ultimately monetize the practice they’ve worked a lifetime to create. Every month, The Monetized Advisor™ takes you inside the conversations that matter most when it comes to selling a practice. Hosted by the partners of JPTD, this podcast explores the real-world strategies behind valuations, deal structures, succession planning, and the personal decisions that shape an advisor’s exit. Through candid interviews with advisors that have sold, industry experts, and private...

Author

JPTD Partners

Episodes

The Solo Advisor’s Problem - Why Most Advisors Under $100m Struggle to Sell 10.07.2026 37:50

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)

Why Overrides May Override Your Ability to Sell 02.06.2026 40:11

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)

Your 5 Year Countdown: Preparing for a Premium Exit 04.05.2026 40:52

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...

The Anatomy of a Deal: What Does the M&A Process Look Like 06.04.2026 49:54

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)

I Sold My Practice: What I’d Do Differently 02.03.2026 36:10

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 (...

Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice 02.02.2026 47:15

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...

State of the Union: What’s happening in M&A World for Financial Advisors 05.01.2026 43:18

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 03.12.2025 3:42

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.