Rick Watson

Rick Watson CLU, ChFC, CFP is the managing force behind several companies: a $500+ million AUM registered investment advisor firm, an investment fund, and a management company. In addition, as a founding partner of the National Referral Network, he helps professionals across the country strengthen and grow their businesses by helping them grow, run better, and maximize their exits.Early in his career, his team found that many financial advisors, attorneys, and accountants struggled to run their...See more

Rick Watson CLU, ChFC, CFP is the managing force behind several companies: a $500+ million AUM registered investment advisor firm, an investment fund, and a management company. In addition, as a founding partner of the National Referral Network, he helps professionals across the country strengthen and grow their businesses by helping them grow, run better, and maximize their exits.Early in his career, his team found that many financial advisors, attorneys, and accountants struggled to run their businesses effectively and that these firms faced similar issues. Most had zero training in effectively running a business, making achieving the growth they sought difficult. Rick's team routinely helps others strengthen their value proposition and find their worth, building systems that generate more internal referrals and greater overall successIn his business, Rick uses his knowledge and innovative methods to empower clients to grow and achieve their desired success. His accomplishments have opened the path to his own dreams, living with his family on a 5-acre horse ranch and wine-making operation in Loomis, California. See less