{"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":"Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino","slug":"understanding-deal-dynamics-in-financial-advisory-with-scott-digiammarino","published_at":"2026-05-14T07:00:00+00:00","page_url":"https://stenobird.com/podcast/the-perfect-ria-537160/understanding-deal-dynamics-in-financial-advisory-with-scott-digiammarino","show_page_url":"https://stenobird.com/podcast/the-perfect-ria-537160","url":"https://theperfectpractice.libsyn.com/understanding-deal-dynamics-in-financial-advisory-with-scott-digiammarino","audio_url":"https://traffic.libsyn.com/secure/theperfectpractice/TPR_thur_05.14.26_Export_.mp3?dest-id=674705","summary":"In this episode, Matthew Jarvis and Scott DiGiammarino discuss the evolving landscape of mergers and acquisitions (M&A) in the financial advisory space. They explore current trends, the importance of understanding deal dynamics, and the implications of earnouts and capital needs. The conversation also delves into succession planning for the next generation, the risks of delaying a sale, and the impact of AI on the industry. Scott emphasizes the importance of strategic partnerships and provides insights on when advisors should consider evaluating their practice's value in the current market. Understanding Deal Dynamics in Financial Advisory with Scott DiGiammarino Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Scott DiGiammarino - Website | LinkedIn - Get your practice valuation here - Learn More about our Coaching Programs","meta_description":"In this episode, Matthew Jarvis and Scott DiGiammarino discuss the evolving landscape of mergers and acquisitions (M&A) in the financial advisory spac…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1751,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-perfect-ria-537160/episodes/understanding-deal-dynamics-in-financial-advisory-with-scott-digiammarino/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/understanding-deal-dynamics-in-financial-advisory-with-scott-digiammarino.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}