pfaaadmin, Author at Academy of Preferred Financial Advisors

pfaaadmin

45 posts

Ken Unger: Turning Good Businesses Into Great Businesses – The Evolving Advisor Podcast

10 months ago

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.…

Three Summertime Planning Activities to Keep You on Track Toward Your Goals

Articles

10 months ago

Summer is here! The last few summers have been unusual, but the summer of 2022 is stacking up to be a beacon of “normalcy” and a return to what most…

Learn the Superpower That Top Advisors Have

Articles

2 years ago

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

Podcast

2 years ago

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

Podcast

2 years ago

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

Podcast

2 years ago

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

Articles

2 years ago

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…

Three Areas to Analyze Now to Optimize Your Success in 2021

Articles

2 years ago

For financial professionals, 2020 will be remembered as a year of change. COVID-19 forced our profession to move from the preferred choice of in-person or remote meetings to remote only. This…

Building a Multi-Billion Dollar Firm and a Million Dollar + Practice

Podcast

2 years ago

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

Podcast

2 years ago

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…

Ken Unger: Turning Good Businesses Into Great Businesses – The Evolving Advisor Podcast

Three Summertime Planning Activities to Keep You on Track Toward Your Goals

Learn the Superpower That Top Advisors Have

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

Building a Multi-Billion Dollar Firm and a Million Dollar + Practice

How I Grew From a $10M One-man Show to an Over $200M Elite Advisor

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