Rod Kamps’, CFP®, AIF® goal was to build a great comprehensive financial planning firm that valued clients and education. With help from the Academy of Preferred Financial Advisors, Rod created…

Chuck Green built a large scalable client-first practice that has become the top practice at SagePoint Financial. In this Five Star Tips interview, Ken talks with Chuck about how his…

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…

On this episode of Five Star Tips, Ken interviews Dean Hedeker, JD, CPA, RFC, who has built a practice of over $250 million in AUM in 15 years. Dean provides…

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,…

On this episode, Ken interviews the father/son team of Paul Hughes, ChFEBCsm, CEPA and Scott Hughes, CFP®, MBA, who built a $250 million dollar thriving RIA in 10 years. Paul…

On this episode, Ken interviews long-term coaching participant Pam Dumonceau, who shares how she grew from a small practice to over $300 million of AUM. Pam is one of the…