#214 - Richard LeFauve – Client Edge

Wicked Pissah Podcast

Financial Planning Association of New England and FPA NE에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Financial Planning Association of New England and FPA NE 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 1:00:01

MP3•에피소드 홈

Richard LeFauve – Client Edge Host Brad Wright along with Guest Co-Host Mike Connaughton are joined by performance coach Richard “Rick” LeFauve. Rick founded Client Edge for performance coaching after compiling extensive experience in management, recruiting, training, business development, and coaching at Morgan Stanley and American Express Financial Advisors (Ameriprise). He began his career as a high school teacher and coach. Rick is also a bestselling author and has written five books addressing the roles of financial advisors, accountants and CPA’s, and leaders of financial advisors and their teams. They discuss: - Being “Brilliant with the Basics” - Launching successful client advisory boards - Creating team meetings that are worth attending

More on Rick: Richard LeFauve, CWS®️ Certified Wealth Strategist Coaching and Consulting To Sales and Leadership Professionals M 845-499-1665 rlefauve63@gmail.com clientedgecorp@gmail.com https://www.linkedin.com/in/clientedgecorp

www.amazon.com/author/richardlefauve

150 에피소드