Rick Kent is the CEO of one of the fastest growing RIAs in the industry. Since launching his career in wealth management in 1998, he said he has approached the industry as an entrepreneur. At the helm ...
Albert Einstein once said: "We cannot solve our problems with the same thinking we used when we created them." As I discussed last month, the better we are at defining the real problems faced by our ...
Wells Fargo advisor Jeff Germain sees himself and his team as problem solvers. When clients call, Germain and his team spring into action. They work overtime to soothe frayed nerves and fix what is ...