Mastering Referrals, Systems, and Endgame Preparation - NEW PODCAST EPISODE 74

Mastering Referrals, Systems, and Endgame Preparation with Peter Velardi - Always On with Duncan MacPherson Podcast, Ep. 74

In this episode of The Always On Podcast, host Duncan MacPherson sits down with Peter Velardi, founding partner at JPTD Partners, to discuss the essential systems financial advisors need to scale their businesses, optimize referrals, and maximize enterprise value for a successful exit.

In this episode, you'll learn:

• The three-phase approach to business growth: survival, scaling, and monetization
• How to automate referrals without looking opportunistic
• Why financial professionals should start planning their exit strategy earlier than expected
• The evolving M&A landscape and how private equity is reshaping opportunities for advisors
• Common blind spots in succession planning and the best ways to mitigate risk

If you're looking to build a business that's valuable, sellable, and scalable, this episode is packed with insights you don't want to miss.

Stream the full podcast for these, and more, valuable insights:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp 
Find Your Channel: paretosys.co/ao_bb