Podknife - What Works Wednesday - Working Past Limitations With Guest David Edmisten by The Perfect RIA

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What Works Wednesday - Working Past Limitations With Guest David Edmisten

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: May 03, 2023
Episode Duration |: 00:24:19

Sometimes advisors may feel limited in what TPR practices they can implement, but is there a way to move past that? On today’s What Works Wednesday, Matt is joined by David Edmisten from Next Phase Financial Planning, who, while an employee advisor, took the recommendation of ‘Do What Works’ and worked past company constraints. David will share how he managed to implement the concepts that Matt and Micah recommend at The Perfect RIA by trying one at a time and how he saw tremendous results with his clients and personal life.

https://bit.ly/41AN47a

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