Rick Dinger
Rick Dinger is the Vice President of Regional Sales at Wealth.com, where he leads national sales and partnership efforts focused on bringing modern estate and tax planning solutions to leading advisory firms. With more than 15 years of experience building partnerships and driving growth across medical and financial technology startups, Rick has a proven track record of helping organizations scale innovative solutions in complex industries.
At Wealth.com, Rick works closely with RIAs, broker-dealers, and enterprise firms to modernize the delivery of estate and tax planning, enabling advisors to provide more comprehensive, efficient, and client-centric experiences. Known for his hands-on approach, Rick spends much of his time on the road meeting directly with advisors, gaining firsthand insight into their needs, and helping them elevate the value they deliver to clients.
Splitting his time between Michigan and Arizona, Rick brings a deep understanding of the evolving wealth management landscape and a passion for building meaningful, long-term relationships. When he’s not working, you’ll find Rick enjoying winter sports or out on the water with his family.
Explore how estate planning can power growth, deepen client relationships, and accelerate value delivery. In this session, you’ll see how the Wealth.com platform supports advisors in delivering modern estate planning with confidence and consistency — from streamlining workflows to unlocking meaningful client conversations.
Learn about Wealth.com, the industry’s leading estate planning platform, purpose-built to fit naturally into how advisors work. In this session, you’ll see how Wealth.com simplifies estate planning, helps deepen client relationships, and makes it easy to deliver comprehensive plans with confidence and efficiency.
Signature Speaking Topics
Most firms say they want to offer estate planning, very few successfully roll it out across their advisor base. This session breaks down what separates successful firm-wide deployments from failed initiatives. Topics include sequencing the rollout, identifying internal champions, driving advisor adoption, and building repeatable processes that scale.
AI is quickly becoming a foundational layer in advisor workflows, but most firms are still in experimentation mode. This session explores how to move from isolated tools to a cohesive AI strategy embedded across the firm, including an overview of Ester AI as a Service. Topics include use case prioritization, integration with existing tech stacks, and driving adoption among advisors.
Firms are not starting from scratch, they are layering new capabilities into existing systems. This session explores how estate and tax planning solutions integrate with CRMs, financial planning tools, and custodial platforms, and how to minimize disruption while maximizing impact.