How a Father and Daughter Grew a Successful Practice in a Small Marketplace – An Interview with Alissa Conklin

This episode of Five Star Tips features Alissa Conklin, ChFC®, who is part of a father/daughter team that has grown over $150 million of AUM in a very small, remote town. Alissa has also balanced quintuplets (she has six children) and family life while building an impressive and highly respected practice. She shares helpful tips on how to grow your practice and how to have a healthy parent/child work relationship. Be sure to catch this highly informative episode of Five Star Tips.

Resources:

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

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