In this episode of the TPR podcast, Matthew Jarvis and Ted Jenkin discuss the evolving landscape of financial advisory, focusing on M&A deals, the importance of hard work, and effective marketing strategies. They emphasize the need for advisors to adapt to market changes, leverage creative marketing, and understand the value of their clients' businesses. The conversation also highlights the significance of building strong relationships with clients and the role of advisors in guiding business owners through the sale process.

Unlocking M&A Secrets with Ted Jenkin

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- Ted Jenkin: LinkedIn | Website
- Get your practice valuation here
- Learn More about our Coaching Programs

In this episode, Micah and Jarvis delve into the intricacies of real estate investment, emphasizing the importance of effective communication in financial advising. They discuss the necessity of aligning client goals with financial strategies, the significance of maintaining adequate cash reserves, and the role of guided discovery in client conversations. The hosts also explore the evaluation of real estate opportunities, planning for future exits, and understanding tax implications. Throughout the discussion, they highlight the value of role-playing to prepare for client interactions and ensure successful outcomes.

Back By Popular Demand [Episode 353]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Matthew Jarvis, Derek Notman, and H. Adam Holt discuss the themes of fatherhood, entrepreneurship, and the importance of intentional presence in parenting. They share insights from their new book, 'The REBL Dad Book,' and explore the challenges fathers face in balancing their careers and family life. The conversation highlights the significance of creating a supportive community for dads to share their experiences and learn from one another. In this conversation, the hosts explore the challenges of modern parenting, the importance of finding balance between work and family, and the journey of writing a book aimed at helping dads. They discuss the significance of community, sharing experiences, and actionable tips for improving relationships with children. The conversation emphasizes the need for vulnerability and connection in parenting, as well as practical steps that dads can take to enhance their family life.

The REBL Dad Book: Insights and Inspirations With Derek Notman and H. Adam Holt

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn
- H. Adam Holt - Website | LinkedIn
- Derek Notman - Website | LinkedIn
- Buy the Book!
- Learn More about our Coaching Program