Are you a young CPA, wealth advisor, trusts & estates attorney, or family office professional looking to receive referrals from other professionals who can help you grow your business?

But, you cannot get into referral groups where ten or more years of experience is required?

Well, Rick can help you, either through 1:1 or group coaching, understand the best practices of referring to others and providing value so that you, too, can feel the thrill of when that is reciprocated.

If you are a 20-something or 30-something professional looking for a boost in business, connect with Rick to learn more.