In this episode, Matthew Jarvis and John Poole discuss the current trends in the financial advisory industry, particularly focusing on valuations and liquidity events. They explore the implications of market changes, the importance of preparing practices for potential sales, and the impact of personal health on business valuations. The conversation also addresses concerns about client interests during liquidity events and highlights the significance of due diligence in acquisitions. John shares insights on red flags to watch for in potential buyers and emphasizes the need for advisors to be proactive in understanding their practice's value.

Understanding Valuation Trends in Today's Market With John Poole

Resources in today's episode:

Resources

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

In this episode, Micah Shilanski and Brian Smith discuss the challenges of income planning for retirement, emphasizing the importance of understanding life expectancy versus longevity, the impact of Monte Carlo analysis, and the role of fixed income products like annuities. They explore how to balance risk and income, the significance of effective communication with clients, and the potential downsides of annuities. The conversation also touches on cap rates and their implications, as well as leveraging annuities for long-term care planning. The episode concludes with actionable insights for financial advisors.

The Longevity Factor in Retirement With Brian Smith

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn
- Brian Smith: Website | LinkedIn
- Learn More about our Coaching Programs

In this episode, Micah and MAtt discuss the critical importance of time management in client meetings for financial advisors. They explore how running over time can reflect a lack of integrity and respect for clients' schedules. The conversation delves into strategies for managing talkative clients, the value of high-level discussions, and the necessity of having conviction in client meetings. Practical tips for improving meeting efficiency, such as sending agendas in advance and setting clear expectations, are also shared, culminating in actionable insights for advisors to enhance their client interactions.

The Integrity of Meeting Timeliness [Episode 346]

Resources in today's episode:

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