News, Vision & Voice for the Advisory Community


How Ric Edelman manages to bring on 4,500 new clients each year by force of personality while diminishing key-man risk at the same time

The one no-go thus far is replacing himself on radio and TV but branches, 'robo'-advice, seminar producers, more advisors and more footprint proceed at nosebleed pace

Author Sanders Wommack June 6, 2014 at 7:41 PM
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Ric Edelman: We've found at present it is most effective for me to do the show solo.

Ric Edelman

maurice spitz

maurice spitz

June 9, 2014 — 9:10 PM

We do EB 5. We are a regional (California) office with agents elsewhere throughout the world. Maybe we have a symbiotic relationship? Thanks 3232148707 Maurice Spitz

Aikaterina Mastoropouloy

Aikaterina Mastoropouloy

January 27, 2017 — 8:02 PM
Looking for financial investor invest my money

Related Moves

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The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown

July 11, 2019 at 4:26 AM

Mentioned in this article:

Investment & Wealth Institute
Top Executive: Sean Walters

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