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?
- Building a Million Dollar Family Business
- Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed
- Delivering World-Class Financial Management with Midwest Values
- Your Annual Operating Plan: The Roadmap to Your Goals and Objectives
- Three Areas to Analyze Now to Optimize Your Success in 2021