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How Financial Advisors Can Build Enterprise Value with Rick Kent

Adam Torres and Rick Kent discuss building enterprise value.

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Show Notes:

  • Financial planning
  • Financial advisor
  • Enterprise value

Many successful financial advisors have trouble scaling past a certain point. There are only so many hours in a day so having a scalable model is important. In this episode, Adam Torres and Rick Kent, Founder & Principal at Merit Financial Advisors LLC, explore how financial advisors can build enterprise value.

About Rick Kent

I am enthusiastic about helping people pursue their financial goals and objectives. I believe everyone has specific talents and abilities that are unique. My personalized ability is creating a positive vision for the future among my team. I motivate others by example to stay focused on common goals. I love the challenge of helping people pursue their full potential in the pursuit of opportunity.

After receiving my Chartered Financial Consultant’s degree from The American College, I became a CERTIFIED FINANCIAL PLANNER T certificant. As a member of the Financial Planning Association, I volunteer my time speaking on various financial topics. I also received the Accredited Investment Fiduciary (AIF®) designation to focus on the components of comprehensive investment process related to fiduciary standards in the financial industry.

About Merit

Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.

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