Click the picture to hear Rick’s one-minute explanation, or check out the full podcast episode for more of his insights about what it takes to truly serve high-net-worth clients.
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All Insights
In addition to carefully engineering your wealth plan and managing your assets, we are diligently planning how we will serve our clients and their families well into the future. Rick Simonetti, CEO and Head of Wealth Planning, explains why mentorship is critical to preparing next-generation advisors to deliver a lasting impact for your kids and grandchildren.
Click the picture to hear Rick’s one-minute explanation, or check out the full podcast episode for more of his insights about what it takes to truly serve high-net-worth clients.
[insert pic of rick succession video thumbnail play graphic]
September 05, 2025
Succession by Design: How We’re Planning for the Next Generation (Yours and Ours)
Click the picture to hear Rick’s one-minute explanation, or check out the full podcast episode for more of his insights about what it takes to truly serve high-net-worth clients.
[insert pic of rick succession video thumbnail play graphic]
