THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • Why taking the time to put things into action can change your business.
  • That you should look past whatever restrictions you have to make progress.
  • How surge helped David improve his communication with his clients and increased the number of client meetings.
  • How little things can make a big difference in the client experience.
  • Why you should give yourself permission to do what works for you.
Table of Contents

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.

Ideas Worth Sharing:

‘We get to be so reactive sometimes in the employee advisor world.’ - David Edmisten Share on X ‘Am I looking for what I can’t do or am I looking for a way to get it done.’ - Matthew Jarvis Share on X ‘You can make this what you want; you’ve just got to start.’ - David Edmisten Share on X

Resources In Today's Episode:

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