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Ted Jenkin

Ted Jenkin is a consultant at JPTD Partners, with firsthand experience of selling his own $2.2 billion AUM firm, cultivating over a decade.

Best podcasts with Ted Jenkin

Ranked by the Snipd community
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Dec 19, 2023 • 1h 31min

Ep 364: Scaling Marketing To Sell A $2.2B Advisory Firm And Advising Advisors On The Lessons Learned From Selling, with Ted Jenkin

Ted Jenkin discusses selling his $2.2B advisory firm and guiding advisors through mergers/acquisitions. He shares lessons on building a consulting firm, niching down, recognizing true profit margins, and maximizing firm value. Ted also talks about transitioning post-sale, outsourcing weaknesses, and valuable advice for advisors. Topics include evaluating firm value, marketing strategies, balancing roles, financial challenges post-transaction, navigating success fees, maximizing firm value through marketing/growth, and strategies for scaling/selling advisory firms.
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Jun 10, 2024 • 28min

Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260]

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.