An innovative leader in the Wealth Reception Planning Movement, Rick Randall, develops and teaches concepts, tools, and systems designed to help clients and professional advisors create and enjoy true wealth. He is also the developer of The LifeSpan Planning Process. He has an incredible co-host on today's show: Tammi Brannan! She is the host of the Blueprint Process where she helps others to find their purpose in life through the use of their Blueprint, so stay tuned!
Links and Resources from this Episode
- Connect with Tammi Brannan
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Show Notes
- Three audiences - 0:57
- Financial advisors, attorneys, and clients - 1:32
- Tammi as the co-host in today's podcast - 2:11
- Rick's background - 3:02
- Graduating law school - 8:34
- Wanting to help people - 9:20
- Discussing the Destiny Group Company - 10:12
- The insurance business and financial planning - 11:20
- Talking about estate planning - 13:20
- Two mentors - 15:33
- Learning how to make living trusts - 16:21
- How he got started in estate planning - 19:28
- Helping your client during a trust process - 23:55
- A training session: How to be a trustee - 24:40
- The story of the podcast "The Truth about Estate Planning" - 26:04
- What happened in 1998? - 30:17
- A mentor program - 32:25
- An important part of Rick's story - 34:05
- What does Rick Randall do today? - 36:11
- The circle of life - 36:59
- What is the Lifespan Circle? - 40:00
- How did Rick and Tammi meet? - 40:32
- Tammi as Kim Butler's sister - 41:37
- Tammi's background and The Blueprint Process - 41:58
- We should keep giving value - 42:57
- The importance of always giving value - 45:22
- Being passionate about your job - 47:36
- Discussing the next podcasts - 48:16
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