The Monetized Advisor

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.