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The Monetized Advisor

Author: JPTD Partners

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© 2025 JPTD Partners

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The Monetized Advisor™

Legacy. Liquidity. The Exit Playbook.

A podcast for financial advisors who want to build, protect, and ultimately monetize the practice they’ve worked a lifetime to create.

Every month, The Monetized Advisor™ takes you inside the conversations that matter most when it comes to selling a practice. Hosted by the partners of JPTD, this podcast explores the real-world strategies behind valuations, deal structures, succession planning, and the personal decisions that shape an advisor’s exit.

Through candid interviews with advisors that have sold, industry experts, and private equity leaders, you'll hear the stories, lessons, and frameworks that turn uncertainty into clarity, and potential into premium value.

Whether you're a solo practitioner exploring options, a multi-adivosr firm planning for scale, or simply curious about the M&A landscape, each episode breaks down practical insights you can apply immediately. No jargon. No guesswork. Just transparent guidance from people who've been there.

Your practice is your legacy. Let’s talk about how to maximize it.

5 Episodes
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The Anatomy of a Deal: What Does the M&A Process Look Like

The Anatomy of a Deal: What Does the M&A Process Look Like

2026-04-0649:54

News You Can Use (2:49) https://www.advisorhub.com/resources/why-ownership-structure-matters-to-independent-advisors/(7:58) https://www.advisorhub.com/resources/ria-consolidation-trends-mergers-of-equals/ The Anatomy of a Deal: What Does the M&A Process Look Like (14:21)Advisor Red Flag (35:27)Deal Me The Cards (35:29)
I Sold My Practice: What I’d Do Differently

I Sold My Practice: What I’d Do Differently

2026-03-0236:10

News you can use:4:43 https://citywire.com/ria/news/exclusive-jump-raises-80m-to-close-out-series-b/a2481918?utm_medium=website&utm_source=citywire_usa_ria&utm_campaign=list-page&utm_content=latest-news&utm_pos=3&utm_page=2 7:35 https://www.advisorhub.com/resources/ria-consolidation-trends-mergers-of-equals/  I Sold My Practice. What I'd Do Differently with Matthew Jarvis (10:16) Advisor Red Flag (20:35)Deal Me The Cards (26:17)
Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice

Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice

2026-02-0247:15

News You Can Use 3:11 - https://www.advisorhub.com/resources/the-power-of-connection-why-partnered-independence-is-the-future-of-wealth-management/14:46 - https://citywire.com/ria/news/opinion-soaring-equities-and-record-m-and-a-are-a-dangerous-combo-for-today-s-rias/a2481847Minority, Majority, or Sell the Whole Thing? What’s the Best Path for Your Practice (21:59)Advisor Red Flag (33:11)Deal Me The Cards (36:51) Rapid Fire Takeaways (43:45)
State of the Union: What’s happening in M&A World for Financial Advisors

State of the Union: What’s happening in M&A World for Financial Advisors

2026-01-0543:18

Welcome to the first episode of The Monetized Advisor. With advisory firm valuations at historic highs, the big question isn’t just what’s my multiple? it’s what does the deal really pay me?In this episode, Ted Jenkin and Scott DiGiammarino break down how advisory deals are structured behind the scenes and why the headline number often tells only part of the story. They unpack adjusted EBITDA, operating expenses, post-transaction comp, earnouts, equity, and private equity benchmarks and explain how each one impacts your actual take-home value.The conversation also dives into the time value of money, exposing the trade-offs between cash today and promises tomorrow, and why stock, deferred payments, and deal structure can dramatically change the outcome of a transaction.If you’re an advisor thinking about growth, succession, or a future exit, this episode helps you cut through the noise and understand what really drives value.
Welcome to the Monetized Advisor

Welcome to the Monetized Advisor

2025-12-0303:42

Welcome to the Monetized Advisor! The leading podcast for financial advisors who want to build, protect, and ultimately monetize the practice they've worked a lifetime to create.
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