My special guest today has worked every day for over thirty years to teach people about personal finance. He’s widely regarded as one of the nation’s top Financial Advisors having been named in 2016 among the country’s top ten Wealth Advisors by Forbes magazine.
Barron’s selected him as the nation’s number one independent financial adviser three times and one of the 10 most influential figures in the investment advisory field today.
Today Edelman Financial employs 161 Financial Advisers serving more than 36,000 families in 43 offices across the country, managing over $21 Billion in assets.
Biggest takeaways you don’t want to miss and links mentioned:
- 11 Reasons You Should Carry a Big, Long Mortgage (Article Link)
- The Future of Mortgage Planning Professionals
- How to Differentiate and Win With Financial Education
- The Truth About Your Future (Must Listen to This!)
- Teaming Up With Edelman Financial to Grow Your Business
- Check Out Ric’s Books Here
- Email Ric Here: [email protected]
If you enjoyed this episode, please share with your colleagues & friends and leave a comment below letting us know what you thought.
Or, you can leave a rating & review for Mortgage Marketing Radio on iTunes. That way, it helps other professionals discover the show.
Subscribe on iTunes (for iPhone)
Subscribe on Stitcher (for Android)