On this episode, Ken interviews the founder of an award-winning practice that has been recognized as #1 in its state multiple times by Barron’s. Gordon Wollman, MS-Financial Planning, CFP®, ChFC, CMFC®, CRPS®, AWMA®, AAMS®, ChFEBC℠, shares how his 16-year relationship with the Exclusive Coaching Program has helped him build systems and offer services that place him among the industry’s elite. This podcast should be required listening for any practice looking to grow or improve their efficiency. Be sure to catch this highly informative episode of Five Star Tips.
The Academy of Preferred Financial Advisors