The Perfect RIA · Sep 10, 2026 · 29:11
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In this episode, Matthew welcomes back Ted Jenkin to discuss the current landscape of financial advisory deals, the importance of professional guidance in selling practices, and effective marketing strategies for advisors. Ted shares insights on minority deals, the significance of time and money investment in marketing, and his journey to media appearances. The conversation also touches on the future of the financial advisory industry and the need for advisors to adapt to changing market conditions.
The Importance of Professional Guidance in Selling Practices With Ted Jenkin
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn
- Ted Jenkin: LinkedIn | Website
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