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.
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.

