On this episode of Milemarker’s “The Connected Advisor” podcast, Rick shares his perspective on the evolution of wealth management, the value of a team-based approach and why mentorship is critical to delivering a lasting impact across generations.
Explore topics by timestamp below then watch along on YouTube below to hear the latest thoughts from Rick.
02:54 - Rick's money moment and early career lessons
05:50 - CPA firms vs. wealth management: business model breakdown
10:45 - Why collaboration with attorneys and CPAs is critical
16:35 - Why “faithfulness” became the foundation of Fidelis Capital
19:40 - Succession by design: mentorship & developing next-gen advisors
26:55 - Crafting custom solutions for ultra-high-net-worth families
32:24 - The power of integration: inside Fidelis’ team-based model
36:30 - How Fidelis Capital earns trust
42:32 - Rick’s vision for the future of UHNW wealth planning
