Live the life of your dreams. Go where you want, with who you want, and work when you want. Rick travels one week out of every month, yet maintains a vibrant ‘mature solo’ financial planning practice serving nearly 75 clients. He shows you how to use technology to live a more fulfilling, richer and vibrant life, while also serving your clients.
You will learn about the technology and tools Rick uses:
- Why his smart phone is an indispensable tool in his practice
- How he uses VoIP to wonder the world and be accessible anywhere
- How to use technology to work as a FTE.