A Conversation with Rick Frick, CEO of Gladstone Wealth Group

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In this episode we explore some of the hottest topics in wealth management today with Richard Frick, CEO of Gladstone Wealth Group.

Richard FrickRick shares his unique perspective and experience on:

  • What’s next for independence:
    • How should you move firms? Where should you go? Steps you need to take to go towards the independent model.
    • How he sees independence in the next 5-10 years
  • Business culture:
    • Why launch by yourself?
    • How does culture impact clients, partners & your employees? 
    • Commissions vs Non-Commissions 
  • What are the challenges facing independence as it grows and continues to change?
    • Sub $5-million-dollar teams 
    • Balance sheets

Rick talks extensively about the present & future of wealth management, risks and challenges he sees in the business, and how to start and grow a business in the future.

It’s an episode that covers a great deal of ground solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

 

Listen to additional episodes in this series

BIO

Richard Frick is the Managing Partner and CEO of Gladstone Wealth Group. Gladstone is a leading independent firm in the wealth management space built by advisors for advisors.

Prior to Gladstone, Richard worked at Morgan Stanley in various leadership roles including Regional Manager for Private Wealth Management and Complex Management.  He also spent ten years in senior leadership at Wells Fargo and its predecessor firms.

He is from Whitehall, PA, a graduate of Temple University and currently lives in Rumson, NJ with his wife Melanie and his two daughters. Richard and his wife are active in various charitable causes with a focus on education, poverty and the arts.

 

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