The Perfect RIA Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]
Jun 10, 2024
Ted Jenkin, an industry veteran specializing in practice valuations for financial advisors, joins for an engaging discussion. He challenges common myths about valuations vs. market prices and emphasizes crucial factors like culture, cash flow velocity, and brand equity. Ted reveals how understanding these elements can significantly impact an advisor’s exit strategy and business growth. Listeners gain insights into avoiding pitfalls during buyouts and the importance of continuous adaptation in the advisory landscape.
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