Are you building a business or just a job? with Peter Velardi
About this episode
Steven Jarvis and Peter Velardi discuss the importance of transitioning from running a practice to building a true business for financial advisors.
Steven Jarvis is joined in this episode by Peter Velardi of JPTD Partners to discuss how financial advisors can think more strategically about the future of their firms. They explore the shift from running a "practice" to building a true business, and why that distinction is critical for growth, scalability, and long-term value. The discussion encourages advisors to step back, plan intentionally, and position their business for both growth and optionality. https://zurl.co/gGJEt
More episodes of Retirement Tax Services Podcast
- Stop doing it all yourself: How to delegate smarter with Stephen Delaney
- What RIAs Need to Know Before Adding Alternative Investments with Darren Whissen
- The cash your clients aren't telling you about with Ben Cruikshank
- Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin
- Intentional tax planning that changes client outcomes with Matthew Doran
- Compliance Doesn't Have to Be the Enemy with Richard Chen
Explore listener stats, chart rankings, contacts and more on the Retirement Tax Services Podcast podcast page.