D’Souza shares how he grew his practice exponentially with fewer clients, offering strategies on niche selection, patient prospecting and applying entrepreneurial principles to create sustainable growth. He also emphasizes achieving balance by building a freedom-generating practice, allowing him 137 travel days last year while exceeding revenue goals.
Rickson Joel D’Souza is a life insurance advisor with expertise in products and solutions for high-net-worth entrepreneurs. With six decades of family experience in the insurance services profession, he provides guidance on financial protection, transferring of wealth between generations and structuring large-value life insurance. He is also founder of the succession-planning firm Successio and has spoken at conferences around the world .
