PODCAST · business
The Monetized Advisor
by JPTD Partners
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 equity leaders, you'll hear the stories, lessons, and frameworks that turn uncertainty into clarity, and potential into premium value.Whether you're a solo practitioner exploring options, a multi-adivosr firm planning for scale, or simply curious about the M&A landscape, each episode breaks down practical insights you can apply immedia
-
6
Your 5 Year Countdown: Preparing for a Premium Exit
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&A14:44 Navigating Industry Trends and Opportunities20:08 Preparing for a Premium Exit26:54 Mindset Shifts for AdvisorsPareto Systems - https://paretosystems.comAlways On Podcast - https://open.spotify.com/show/6VVTkBCzNNDUjImrVlrPrvLinkedIn - Duncan McPherson - https://www.linkedin.com/in/duncanmacpherson/JPTD Partners - https://jptdpartners.com
-
5
The Anatomy of a Deal: What Does the M&A Process Look Like
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)
-
4
I Sold My Practice: What I’d Do Differently
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 (10:16) Advisor Red Flag (20:35)Deal Me The Cards (26:17)
-
3
Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice
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/a2481847Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice (21:59)Advisor Red Flag (33:11)Deal Me The Cards (36:51) Rapid Fire Takeaways (43:45)
-
2
State of the Union: What’s happening in M&A World for Financial Advisors
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, operating expenses, post-transaction comp, earnouts, equity, and private equity benchmarks and explain how each one impacts your actual take-home value.The conversation also dives into the time value of money, exposing the trade-offs between cash today and promises tomorrow, and why stock, deferred payments, and deal structure can dramatically change the outcome of a transaction.If you’re an advisor thinking about growth, succession, or a future exit, this episode helps you cut through the noise and understand what really drives value.
-
1
Welcome to the Monetized Advisor
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.
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
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 equity leaders, you'll hear the stories, lessons, and frameworks that turn uncertainty into clarity, and potential into premium value.Whether you're a solo practitioner exploring options, a multi-adivosr firm planning for scale, or simply curious about the M&A landscape, each episode breaks down practical insights you can apply immedia
HOSTED BY
JPTD Partners
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does The Monetized Advisor have?
The Monetized Advisor currently has 6 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Monetized Advisor about?
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...
How often does The Monetized Advisor release new episodes?
The Monetized Advisor has 6 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Monetized Advisor?
You can listen to The Monetized Advisor on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Monetized Advisor?
The Monetized Advisor is created and hosted by JPTD Partners.
URL copied to clipboard!