pfaaadmin, Author at Academy of Preferred Financial Advisors

pfaaadmin

45 posts

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

1 year 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

1 year 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

3 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

3 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

3 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

3 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

3 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

3 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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