# Understanding Valuation Trends in Today's Market With John Poole

Page: https://stenobird.com/podcast/the-perfect-ria-537160/understanding-valuation-trends-in-today-s-market-with-john-poole
Text version: https://stenobird.com/podcast/the-perfect-ria-537160/understanding-valuation-trends-in-today-s-market-with-john-poole.md
Podcast: [The Perfect RIA](https://stenobird.com/podcast/the-perfect-ria-537160)
Published: 2026-02-12T08:00:00+00:00
Episode link: https://theperfectpractice.libsyn.com/understanding-valuation-trends-in-todays-market-with-john-poole
Audio file: https://traffic.libsyn.com/secure/theperfectpractice/TPR_thur_02.12.26_Export.mp3?dest-id=674705
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/understanding-valuation-trends-in-today-s-market-with-john-poole
Duration seconds: 1464

## Resource

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

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/understanding-valuation-trends-in-today-s-market-with-john-poole/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-perfect-ria-537160/understanding-valuation-trends-in-today-s-market-with-john-poole.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.