As a Strategic Coaching Partner, Rick helps professional sales and leadership teams grow their franchise, enhance their client relationships, and achieve their goals. He leverages his CWS credential, as well as his extensive experience in the financial services industry, to provide customized coaching and consulting solutions that address the specific wealth management needs and challenges of each client.Rick is also the President and Founder of ClientEdge Corp., a coaching and consulting firm that specializes in working with sales and leadership professionals who put their clients first. Rick recently was accepted into the ACP voluntary mentoring program for military veterans. He is the author of six books, including the best seller "Create Your Client Edge", and his most recent book written for Wealth Management professionals, “Create Your Estate Planning Edge!” Rick is passionate about sharing his insights and best practices from his 47+ years of financial services experience, and empowering others to succeed in their careers and personal lives.