What Works Wednesday with Guest Michael Henley

The Perfect RIA - A podcast by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Running an efficient, successful and profitable practice is something most advisors aspire to do. However, making this goal a reality takes hard work, dedication and a willingness to not only learn new things, but also admit when you could improve on something. As the founder of Brandywine Oak Private Wealth, Michael Henley brings more than a dozen years of experience in providing financial advice and guidance to highly successful families. In this episode, Michael joins Matthew to share his advice on running a successful firm, including the importance of being vulnerable, honest and open to communication. You can find show notes and more information by clicking here: https://bit.ly/3uKNGsy