Ric Edelman and David Bach Team Up to Provide Financial Education and Investment Management for One Million Americans
Two powerhouses in the financial advice field are joining together with the goal of providing one million Americans unprecedented access to financial education, financial planning services and investment management.
Edelman has written eight books and is a #1
Bach, meanwhile, is the author of twelve consecutive national bestsellers, including the #1 New York Times bestsellers, The Automatic Millionaire and Start Late, Finish Rich, and has seven million copies cumulatively in print, in 18 languages worldwide.
Edelman appeared on The
"I have long been an admirer of David," Edelman said. "We share the same philosophy and approach to personal finance and investment management, and we both want to make personal finance accessible to millions of people. We know that as a team we can reach more people and give them the education and planning services they need to help them enjoy a more secure financial future."
Bach said, "I've dedicated the past 20 years of my life – first as a financial advisor and now as a financial educator – to providing objective financial advice to millions of Americans via my books, seminars and media appearances. Teaming with Ric now is a professional thrill as it allows me to leverage my experience and financial education platform to reach more people and connect them nationwide to this premier advisory firm.
In addition to developing more financial education content addressing the most urgent financial challenges facing Americans today, which they'll distribute via broadcast, print, digital and stage, Edelman and Bach will deliver practice management training and consulting services for financial advisors to help them improve their practices and the services they provide to their clients. The duo plan to recruit hundreds of advisors from around the country to join the firm's 35 current offices or manage new ones that the firm plans to open – all part of the firm's goal of serving one million Americans.
Advisors interested in learning more should contact
1. According to Barron's, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor's practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." The rankings are based on the universe of applications submitted to Barron's. The selection process begins with a nomination and application provided to Barron's. Principals of
2. As of
Read the full story at http://www.prweb.com/releases/2014/06/prweb11950613.htm
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