PLAY PODCASTS
Planning for 2025
Season 2025 · Episode 239

Planning for 2025

Uncommon Wealth Podcast

January 6, 202521m 27s

Audio is streamed directly from the publisher (redirect.zencastr.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Join hosts Phillip Ramsey and Arron Cramer as they delve into their financial firm's 2024 journey and reveal their market predictions for 2025. Reflecting on unexpected market growth, team changes, and the impact of AI on business efficiency, they discuss their practice's evolution towards efficiency and the potential for future expansion. Phillip and Arron also share their personal insights on goal setting and market dynamics, providing a glimpse into their vision for sustainable growth and client success in the coming year.