Are You Proactive or Reactive?
As we reach the halfway point of 2026, it’s the perfect time to pause and evaluate your approach with your clients. Are you being proactive or reactive? With markets continuing…
Ken Unger: Turning Good Businesses Into Great Businesses – The Evolving Advisor Podcast
This special episode of Jeff Concepcion’s The Evolving Advisor Podcast, features Academy Founder Ken Unger. Jeff and Ken discuss: The systems and practices that separate the good from the great.…
Summertime Activity: Mid-year Client & Prospect Communications Evaluation
During the summer months, it’s important to take time to recharge and reflect. This is an ideal opportunity to evaluate the first half of the year and determine what you…
Learn the Superpower That Top Advisors Have
Consistent and Meaningful Communication with Clients and Prospects Consistent and meaningful communication with clients and prospects is a crucial component of any successful business. The financial advisory industry is no…
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 allows them to maintain a healthy work/life balance. Join…
Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed
Join us in this episode of Five Star Tips to listen to long-time Academy member and industry veteran, Joseph Lanza, CEO of The Lanza Financial Group. In the last decade, as…
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 to success. “World Class Financial Management, Midwest…
Your Annual Operating Plan: The Roadmap to Your Goals and Objectives
Many financial advisors excel in financial planning… However, their practices suffer because they do not know how to operate a business. In fact, many advisors do not even have the…
Building a Multi-Billion Dollar Firm and a Million Dollar + Practice
Industry veteran and long-term Academy of Preferred Financial Advisors member Doug Beck, had a vision to create a financial services practice with an emphasis on building lifelong relationships. He made that…
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 implementing…