What Works Wednesday – Working Past Limitations With Guest David Edmisten
Click to Play
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.
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 XRecommended Podcast
Unlocking the Secrets of Practice Valuation With Scott DiGiammarino [Episode 333]
You never want to represent yourself
See More
Encore Episode: Leveraging Technology With Guest Ben Goss
How technology can increase your productivity and the value you deliver to clients.
See More
Revolutionizing Financial Advisory with AI With Liam Hanlon [Episode 332]
It’s a fear more than an actuality
See More