EPISODE · Jan 13, 2022 · 57 MIN
Learn From An Optimized Advisor: David McManus, CFP, Cooper McManus
from Optimized Advisor Podcast · host Scott Heinila, David McManus
Scott invited David McManus in studio for a discussion on optimization. David is the Senior Wealth Advisor and Co-Founder of Cooper McManus. David shares his journey, how he sets himself apart from other advisors, how efficiently scaled his business and client reach in a virtual environment and much more. Connect with Scott on LinkedInConnect with David on LinkedInFor more on The Optimized Advisor Podcast click here For more on Cooper McManus click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] Optimized Insurance Planning
Embed this episode
What this episode covers
Scott invited David McManus in studio for a discussion on optimization. David is the Senior Wealth Advisor and Co-Founder of Cooper McManus. David shares his journey, how he sets himself apart from other advisors, how efficiently scaled his business and client reach in a virtual environment and much more.
Ready to play
Learn From An Optimized Advisor: David McManus, CFP, Cooper McManus
No transcript for this episode yet
Similar Episodes
Nov 7, 2025 ·27m