John Poole

John Poole, a partner at JPTD Partners with extensive expertise in RIA M&A, dives into the transformation of financial advisors from cash-flow operators to wealth-builders. He highlights the dangers of lifestyle creep and the risks of solely relying on cash flow. The discussion reveals key strategies for advisors to adopt a wealth-focused mindset, emphasizing transparency in financial practices. John shares insights on the tax benefits of selling equity and warns of red flags such as heavy debt, all while advocating for accountability in the growth journey.