Matthew Jarvis and John Poole discuss the critical importance of financial advisors understanding their business numbers and the implications for practice valuation and sales. They explore common misconceptions among advisors regarding their knowledge of financial metrics, the impact of market growth on practice valuation, and the challenges faced by generational transitions in the industry. The conversation highlights the need for advisors to be well-informed about their business details to avoid pitfalls during practice sales and to ensure successful equity events.
The Numbers Behind Financial Success
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- John Poole: LinkedIn
- Get your practice valuation here
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