Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)

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March 13, 2025 • 75 mins

In this episode of The Always On Podcast, host Duncan MacPherson sits down with Peter Velardi, founding partner at JPTD Partners, to discuss the essential systems financial advisors need to scale their businesses, optimize referrals, and maximize enterprise value for a successful exit. In this episode, you’ll learn: The three-phase approach to business growth: survival, … Continue reading →

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi (Ep. 74)