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How Ric Edelman plans to grow to $150 billion in AUM, 300,000 clients, and 1,250 financial advisors in 10 years

Ric Edelman talks about this concept of exponential growth and how that impacts the way you should be planning for clients

2022-02-03T16:09:24-06:00By |Blog-Podcast, Growing, Investing, Leader Interviews, Planning, Podcast, Practice Management|Comments Off on How Ric Edelman plans to grow to $150 billion in AUM, 300,000 clients, and 1,250 financial advisors in 10 years

Fintech pioneer discusses the present and future state of being a successful financial advisor

Jud Bergman, the founder of Envestnet, has been at the nexus of every major trend happening in the financial services industry for the past 15 years

2020-03-10T08:18:32-05:00By |Blog-Podcast, Growing, Investing, Leader Interviews, Planning, Podcast, Practice Management|Comments Off on Fintech pioneer discusses the present and future state of being a successful financial advisor