pfaaadmin - Academy of Preferred Financial Advisors

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…

09: How I built a practice that has been recognized multiple times as #1 in my state by Barron’s – An Interview with Gordon Wollman, MS-Financial Planning, CFP®, ChFC, CMFC®, CRPS®, AWMA®, AAMS®, ChFEBC℠

August 20, 2019

On this episode, Ken interviews the founder of an award-winning practice that has been #1 in its state multiple times by Barron’s. Gordon Wollman shares how his 16-year relationship with…

10: How we built an amazing client-first practice of over $250 million in 10 years – An Interview with Paul and Scott Hughes

August 20, 2019

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…

08: How I grew 10x and built one of the industry’s best female run practices – An Interview with Pam Dumonceau

August 20, 2019

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…

Is Your Marketing Meaningful?

July 25, 2019

Are you tired of receiving an inordinate amount of meaningless junk mail and emails? How do you think your clients and prospects feel? Probably the same way! At the Academy…

Do You Have a “Delegation” List?

June 27, 2019

Most advisors have a “To Do” list, but not a “Delegation” list. Do you have a “Delegation” list? When most people plan their day, they more than likely have a…

Is Your Referral System Attracting Qualified Prospects?

June 4, 2019

Are you tired of attracting the wrong type of prospects for your practice? All advisors want great clients, but many are not attracting “qualified” prospects. When you start to take…

Gallery from Session 2 in Chicago and Dallas

May 22, 2019

Gallery from Session 1 in Los Angeles

February 25, 2019