Press & Podcast
The Mindset Behind the Headlines





















From national financial media to leading industry publications, Rick's perspective on planning, mindset, and wealth gets attention. An 8× Top of the Table producer, Lifetime MDRT member, and #1 fee-based planning advisor, Rick is one of the most-recognized voices in the industry. Featured appearances include:
CNN — Interview
Rick joins CNN to talk financial education and why planning should be taught, not sold. Clip coming soon.
Bloomberg — Interview
A conversation on what separates top-performing advisors, and the mindset shifts behind sustainable growth. Clip coming soon.
Investment News — Committee & Features
Rick serves on an Investment News committee and contributes perspective on the future of fee-based planning.
Fox Business — Interview
Rick sits down with Fox Business on wealth, discipline, and what separates top-performing advisors. Clip coming soon.
Media inquiries
Want Rick on your show or in your story?
For interviews, podcast invitations, and press inquiries, reach out and Rick's team will respond quickly.

