From Rick's Point of View…
Ideas from the industry or emerging trends, Rick offers his Point of View and behind-the-scenes insights on the financial services industry. Glad to have you reading along.
Many people think of “their legacy” as what happens after they die. I prefer to think of legacy as the summation of all the good you do in your life, and that you don't necessarily need to be remembered to have an amazing...Read More
What is fiduciary advice? The Financial Planner Profession is one of relationship building, first and foremost. To serve and deeply care about the client and their family is our top priority. Our congrats to Tobias Salinger and the...Read More
A little over a year ago I made a change in firms. It was one of the most difficult professional decisions of my life and one that had become unmistakably necessary. As I grew increasingly aware that I was running a business and that...Read More
In my professional dealings I often come across people who are working with friends and family as their advisor. They may have taken them on as to help them launch their career, or because of the closeness of their relationship. These...Read More