On this episode of the Perfect RIA Podcast, Matthew Jarvis and Ted Jenkin dive into M&A in the financial advisory industry. They reveal the gap between so-called experts and real dealmakers, the power of negotiation, and why advisors often misjudge their practice’s true revenue.

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.

Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success.

Whether you’re a financial advisor contemplating an exit strategy or simply seeking to futureproof your practice for sustainable growth, this episode is an absolute must-listen.

Wealth Enhancement Group (WEG) has entered Utah.
The Minneapolis-area RIA and serial acquirer announced on Friday that it is buying Rock House Financial. Based in Farmington, Utah, just north of Salt Lake City, Rock House oversees more than $272m in client assets.

Dive into a thought-provoking conversation between Duncan MacPherson and returning guest, Ted Jenkin. Together, they uncover practical insights to streamline your operations, improve client acquisition, and scale your credibility — ultimately garnering a higher multiple for your business.

In this episode, we discuss how Ted, after receiving multiple offers to sell his firm and struggling to compare them, found many advisors seeking his advice. This led him to start a consulting firm to help advisory firms handle and compare multiple acquisition offers simultaneously.