Leveraging Technology to Create a Happier and Healthier Life

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:

  1. Why his smart phone is an indispensable tool in his practice
  2. How he uses VoIP to wonder the world and be accessible anywhere
  3. How to use technology to work as a FTE.