{"podcast":{"title":"The Perfect RIA","slug":"the-perfect-ria-537160","podcast_index_feed_id":537160,"rss_url":"https://theperfectpractice.libsyn.com/rss","website_url":"https://theperfectria.com/podcast","image_url":"https://static.libsyn.com/p/assets/6/e/a/9/6ea9d7d393006edfbafc7308ab683e82/TPR_New_Artwork-min.png","author":"Matthew Jarvis & Micah Shilanski","episode_count":917,"summary":"Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.","last_synced_at":"2026-07-06T14:20:19.511356+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160"},"episode":{"title":"The Impact of Market Dynamics on Financial Practices with John Poole","slug":"the-impact-of-market-dynamics-on-financial-practices-with-john-poole","published_at":"2026-04-09T07:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/the-impact-of-market-dynamics-on-financial-practices-with-john-poole","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectpractice.libsyn.com/the-impact-of-market-dynamics-on-financial-practices-with-john-poole","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/TPR_thur_04.09.26.mp3?dest-id=674705","summary":"In this episode, Matthew Jarvis and John Poole discuss the current market turmoil and its impact on financial advisors. They explore how advisors are responding to market changes, the importance of understanding profit margins, and the implications of internal succession deals versus market opportunities. The conversation also delves into tax implications of sales and offers advice for smaller advisors navigating the market. In this conversation, the speakers delve into the complexities of business valuation, particularly in the context of selling practices and partnerships. They discuss the challenges of negotiating with banks, the risks involved in selling to friends, and the emotional dynamics that can impact business transactions. The importance of understanding cash flow, debt service, and the implications of partnership agreements are also highlighted. The conversation emphasizes the need for clear agreements and equity considerations before taking a business to market, as well as the misconceptions surrounding business valuation in the financial services industry. The Impact of Market Dynamics on Financial Practices with John Poole Resources in today's episode: - Matt Jarvis: Website | LinkedIn - John Poole: Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs","meta_description":"In this episode, Matthew Jarvis and John Poole discuss the current market turmoil and its impact on financial advisors. They explore how advisors are resp…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1920,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/the-impact-of-market-dynamics-on-financial-practices-with-john-poole/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-perfect-ria-537160/the-impact-of-market-dynamics-on-financial-practices-with-john-poole.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}