On this episode of Five Star Tips, Ken has a deep conversation with special guest, Chris Doughty, CFP®, CRPC, a 20 plus year veteran financial advisor and President at Gentian Financial in Wisconsin. Chris manages over $400 million dollars and is a true industry success. He has been recognized as a top advisor on Forbes list of best advisors. Chris will share with you some of the strategies that helped him reach these high levels of success. Be sure to catch this highly informative episode of Five Star Tips.
Creating a Substantial and Sustainable Multi-Million Dollar Practice – An Interview with Exclusive Coaching Participant, Chris Doughty
How to Effectively Use Delegation to Streamline Your Practice
Multi-touch Marketing Plans with Meaningful Activity
Do you want to stand out in the industry and your community as one of the best and most sought-after financial advisors?
- Are You a Casualty or a Survivor During Times of Crisis?
- Top Advisors Add Value During Turbulent Times, Do You?
- Does Your Financial Planning Firm Have the “Right Offering” to Maintain and Attract Qualified Prospects?
- Grow New Business and Solidify Existing Client Relationships with Proactive Tax Planning
- Who are YOU turning to for guidance and leadership?