RIA podcast for you

Registered Investment Advisors Podcast with Seth Greene airs episode episode 140 on February 7th with Ed Meek.

In 2005, Ed founded Edge Financial Advisors with the goal of providing all his clients a more comprehensive financial planning and investment management experience than what they had received previously.

Listen to this insightful RIA episode with Ed Meek about transitioning from Fidelity Investments to Financial Planning.

Here is what to expect on this week’s show:

- How Edge Financial Advisors specializ3s in defined benefit plans. 

- How defined benefit plans can help business owners save significant amounts of money before taxes. 

- Why it’s helpful to use various marketing methods to find ideal clients. 

- How starting a podcast allows you to share your passions and expertise. 

- Why podcasting is a valuable tool for building trust with prospective clients. 

See you next time!