Building a Million Dollar Family Business
The father/son team of Joe and John Lutz worked side-by-side to build a first-class, client-centric practice that delivers high-value solutions and al...
Five Star Tips
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About
Are you ready to take your practice to the next level? Five Star Tips will help you take control of your practice’s future. Ken Unger, the Founder of the Academy of Preferred Financial Advisors, has run the leading coaching firm for mid- to high-level financial advisors for nearly 20 years. He will share with you some of the proven strategies and tools that top practices use to create five-star, client-centric, holistic practices. Five Star Tips also features interviews with some of the best advisors in the industry, who will talk about their first-hand experiences on their journey toward success.
Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed
Join us in this episode of Five Star Tips to hear from long-time Academy member and industry veteran, Joseph Lanza, CEO of The Lanza Financial Group....
Delivering World Class Financial Management with Midwest Values
Join us in this episode of Five Star Tips to listen to long-term Academy member and industry veteran, Karen A. Reimer, CFP, as she shares her journey...
21: Building a Multi-Billion Dollar Firm and a Million Dollar+ Practice
Building a Multi-Billion Dollar Firm and a Million Dollar+ Practice Industry veteran and long-term Academy of Preferred Financial Advisors member Dou...
20: How I Grew From a $10M One-man Show to an Over $200M Elite Advisor
Academy Member Howard Mattson, CRPC, RFC, joins us on this episode to share how he grew his practice from $10M of AUM to over $200M of AUM (20x) by i...
19:How I Grew My Practice from $20M to over $300M (15x) by Elevating My Skillset and Always Placing Clients First
Jerry Lynch, CFP®, CLU, ChFC, an Academy of Preferred Financial Advisors member for over a decade, shares with listeners how he grew 15x and built on...
18: Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year
Randy Cox, CFP®, RFC®, is the founder of a highly successful Advisory firm in a small Texas town. He is an active leader in his community, proud fathe...
17: Building a World-Class Client Centered Practice that Offers Exceptional Client Value and Service
Industry superstar Jon Kreps, CFP and Founder/CEO his own firm, developed strong work and life ethics at a young age. A man of great faith and family...
16: Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.
Join us as we interview Founder of First Mate Financial Advisors, mother of three young children, and active community volunteer, Jeri Barrientos, MBA...
15: Growing a Practice 15x By Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists
Join us as we talk with veteran Academy member, Anthony Scibetta, who has built a $125M+ asset under management practice by staying focused and offeri...