Advisor Spotlight
Richard Collins
Our Advisor Spotlight series features casual, interview style conversations with current Everplans Professionals to share best practices learned firsthand through their experience with Everplans. This Spotlight features Richard Collins, CFP®, Co-Founder & Managing Partner at Divergent Wealth Advisors.
Key Takeaways
- Effectively introducing Everplans as a gift & onboarding best practices.
- Building multigenerational relationships to cultivate client loyalty.
- Personal experiences showing the value of having a thorough plan.
- How offering estate planning through Everplans makes you “more sticky.”
Watch the Spotlight
About the Speaker
Richard Collins
CFP®
Co-Founder, Managing Partner at Divergent Wealth Advisors
In 2010, Rick partnered with his son, Jordan Collins, and can now more easily focus his attention on coordinating all phases of the investment process for clients. He not only focuses on portfolio management, retirement planning, and estate planning strategies, but he now personally manages a customized municipal bond portfolio for many of his clients.
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