#214 - Richard LeFauve – Client Edge

Wicked Pissah Podcast

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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 episoder

#MBA #Trading #Business #Financialplanningassociation #Fpama #Financial Planning Association Of New England #FPA NE #Financialadvisor #Investmentadvisor