How to Implement TPR Concepts Into a Compliance Heavy Environment

On this week's What Works Wednesday, Matt was joined by David Edmondston from Next Phase Financial Planning in Prescott, Arizona. David shared how he was able to implement some of the TPR concepts into a very compliance heavy environment when he was with a major brokerage. He said that if you just take the time to put things into action, you can see how much more control you have in your business and how it runs. Jamie wanted to talk about your truth - who do you serve? Who were you going to be in the next three to five years?