Podcast Episodes

Navigating The M&A Landscape With Jessica Polito [Episode 310]

Episode 310

In this episode of the TPR Podcast, Matthew Jarvis and Jessica Polito delve into the complexities of mergers and acquisitions (M&A) in the financial advisory space. They discuss the current trends in…

Published on 7 months ago

Encore episode - Double Your Practice

In this encore episode you'll learn the answerto the question, How are you defining the success that you want to match or surpass? So many advisors have a dream of reaching a specific level in their …

Published on 7 months, 1 week ago

The Art of Taking Time Off [Episode 309]

Episode 309

In this conversation, Jarvis and Micah discuss the importance of taking real vacations as advisors, emphasizing the need for clear communication with clients and team members. They outline five commo…

Published on 7 months, 1 week ago

Encore episode - You Drank a Soda in a Client Meeting?!?

There are many things that advisors subconsciously do in client meetings that make a large impact on how those meetings go. Everything from how you enunciate to how you position your body are either …

Published on 7 months, 2 weeks ago

Bonus Episode: The Numbers Behind Financial Success

Matthew Jarvis and John Poole discuss the critical importance of financial advisors understanding their business numbers and the implications for practice valuation and sales. They explore common mis…

Published on 7 months, 2 weeks ago

The Critical Role of Talent in Advisory Firms [Episode 308]

Episode 308

In this episode of the TPR podcast, Matthew, James Cahn, and Dean Smith discuss the intricacies of mergers and acquisitions in the advisory industry, emphasizing the importance of talent acquisition,…

Published on 7 months, 2 weeks ago

Encore episode - How Did I Lose $50,000 This Month!?!

In this encore episode Matthew and Micah are excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities…

Published on 7 months, 3 weeks ago

The Hard Truths of Success [Episode 307]

Episode 307

In this episode, Jarvis and Micah discuss the dynamics of their podcast, emphasizing the importance of consistency and preparation in achieving success. They explore the hard truths behind success, t…

Published on 7 months, 3 weeks ago

Encore episode - How To Communicate Your Value To Clients [Episode 172]

In this throwback episode, Matthew and Micah revisit one of their most impactful conversations about adding real value during client meetings. Every advisor knows they need to meet with clients regul…

Published on 7 months, 4 weeks ago

Annuities Made Simple: Saving Time and Serving Clients Better [Episdoe 306]

Episode 306

In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the dif…

Published on 8 months ago