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…

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…

 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…

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…

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…

Jerry Lynch, CFP®, CLU, ChFC, an Academy of Preferred Financial Advisors member for over a decade, shares with listeners how he grew 15x and built one of the industry’s best…

Randy Cox, CFP®, RFC®, is the founder of a highly successful Advisory firm in a small Texas town. He is an active leader in his community, proud father of three,…

Industry superstar Jon Kreps, CFP and Founder/CEO his own firm, developed strong work and life ethics at a young age. A man of great faith and family, his vision was…