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