Navigating the New Era of Financial Advisory With Peter Velardi
The Perfect RIA · The Perfect RIA
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Show Notes
In this episode of the TPR Podcast, Matthew Jarvis and Peter Velardi discuss the evolving landscape of financial advisory practices, particularly the impact of private equity on the industry. They explore the shift from traditional independent practices to a more consolidated model, emphasizing the importance of understanding the true value of financial practices and the necessity of risk management. The conversation highlights the current market dynamics, the need for advisors to adapt to changing conditions, and the importance of seeking professional guidance in navigating these complexities.
Navigating the New Era of Financial Advisory With Peter Velardi
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn- Peter Velardi: Website | LinkedIn - Get your practice valuation here