The Perfect RIA
The Perfect RIA
✓

Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan

00:31:06
Podcasts
RSS
Link

OM DENNE EPISODE

Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan

In this episode, Matthew welcomes back Michael Belluomini and Liam Heffernan from Carson to discuss what it takes to prepare for a practice sale or partnership. They explain the time commitment, the importance of clean financial data, and how a banker can help advisors navigate the process without losing focus on growth. The conversation also covers the emotional side of selling, questions to ask advisors who have already made the transition, and what buyers look for beyond the numbers. Michael and Liam emphasize that strong teams, documented organic growth, and cultural fit matter more than chasing headline multiples.

Preparing Your Practice for a Sale With Michael Belluomini and Liam Heffernan

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Michael Belluomini: Website | LinkedIn - Liam Heffernan: Website | LinkedIn - Explore a partnership with Carson - Learn More about our Coaching Programs

Forretning
Administration
Investering
Marketing
Engelsk
USA
BrugAPItil at hente denne episode iJSON

I DENNE EPISODE

Redigér disse tags

UDSKRIFT 🔗

Are you the producer of this podcast? Add a podcast transcript
Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

SØG BLANDT TIDLIGERE EPISODER

Søg efter gamle afsnit af The Perfect RIA.
Integrer denne søgefelt på dit websted

ANDRE EPISODE I DENNE PODCAST

The Truth About Tax Loss Harvesting [Episode 365]

The Truth About Tax Loss Harvesting [Episode 365]

In this episode, the hosts delve into the controversial topic of tax loss harvesting in financial advisory. They discuss the implications of this strategy, the importance of delivering real value to clients, and the influence of custodians on trading behavior. The conversation emphasizes the need f…
00:24:25
DEL
GEM
Understanding Life Expectancy and Longevity With Brian Smith

Understanding Life Expectancy and Longevity With Brian Smith

In this episode of the TPR podcast, Matthew Jarvis and Brian Smith discuss critical aspects of financial planning, focusing on life expectancy, longevity, and the importance of value-added strategies for advisors. They explore how to educate clients on longevity, navigate old insurance products, an…
00:27:41
DEL
GEM
Stop Playing Office and Start Delivering Value [Episode 366]

Stop Playing Office and Start Delivering Value [Episode 366]

Summary In this episode, Matthew Jarvis and Micah Shilanski challenge the belief that delivering more value to clients requires spending more time in the office. They explore how fear of rejection keeps advisors busy with planning software and generic advice instead of doing the work that makes a d…
00:25:08
DEL
GEM
The Importance of Professional Guidance in Selling Practices With Ted Jenkin

The Importance of Professional Guidance in Selling Practices With Ted Jenkin

In this episode, Matthew welcomes back Ted Jenkin to discuss the current landscape of financial advisory deals, the importance of professional guidance in selling practices, and effective marketing strategies for advisors. Ted shares insights on minority deals, the significance of time and money in…
00:29:11
DEL
GEM
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Matthew Jarvis, CFP® & Micah Shilanski, CFP®, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
PROMOTED
Listen411.com: Lightning-fast Podcast Transcription and Summarization. Transcribe 1-hour audio in under 1 minute. Pay-as-you-go.
Listen411.com: Lightning-fast Podcast Transcription and Summarization. Transcribe 1-hour audio in under 1 minute. Pay-as-you-go.
Audio to Text

ANBEFALINGER
Brug API til at hente denne episode