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. <a href="https://bit.ly/41AN47a" target="_blank" rel= "noopener">https://bit.ly/41AN47a</a>

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

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. <a href="https://bit.ly/41AN47a" rel="noopener noreferrer">https://bit.ly/41AN47a</a>

What Works Wednesday - Working Past Limitations With Guest David Edmisten

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

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What Works Wednesday - Working Past Limitations With Guest David Edmisten

What Works Wednesday - Working Past Limitations With Guest David Edmisten

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