pfaaadmin, Author at Academy of Preferred Financial Advisors

pfaaadmin

43 posts

Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year

6 years ago

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,…

Building a World-Class Client Centered Practice that Offers Exceptional Client Value and Service

Podcast

6 years ago

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…

Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.

Podcast

6 years ago

Join us as we interview the Founder of First Mate Financial Advisors, mother of three young children, and active community volunteer, Jeri Barrientos, MBA, AAMS. She shares how she has…

Growing a Practice 15x by Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists

Podcast

6 years ago

Join us as we talk with veteran Academy member, Anthony Scibetta, who has built a $125M+ asset under management practice by staying focused and offering superior client services and advice.…

Leading Your Practice to Even Greater Heights: An Interview with Brant Spesshardt, CFP®, CKA®

Podcast

6 years ago

Join 20+ year industry veteran Brant Spesshardt, CFP®, CKA® as he shares how his partnership with the Academy took his practice to over $450,000,000 of AUM through streamlining, systematizing, and…

$100M+ by 40. The Journey of Two Remarkable Financial Planners Who Built a Multi-million Dollar, Client-centric Practice Before Age 40: An Interview with Don Petricic, CFP® and Tom Phillips, CFP®

Podcast

6 years ago

With a motto of, “We’ll See You Through”, Don and Tom of Petricic & Phillips Financial Group in Bellevue, Washington, take great pride in their client-centric business model. Through their…

Conquering the Balancing Act: Finding optimal balance between being a financial advisor and a business owner.

Articles

6 years ago

What you can do now to make 2021 your best year. You are a financial advisor and your main focus is to manage the wealth of your clients. You are…

Consistent and Meaningful Communication – A Superpower for Top Advisors

Articles

6 years ago

Consistent and meaningful communication with clients and prospects is a crucial component of any successful business. The financial advisory industry is no exception. Most financial professionals know this, but still…

Are You a Casualty or a Survivor During Times of Crisis?

Articles

6 years ago

The last few months have been challenging for everyone. Our physical health and wellness have become paramount with new and increased health precautions. Social distancing, sheltering-in-place, working from home, and…

Top Advisors Add Value During Turbulent Times, Do You?

Articles

6 years ago

Top Financial Advisors are Guiding Clients with Confidence and Empathy During Today’s Financial Crisis The world is suffering from a pandemic and a financial crisis that has hit investors and…

Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year

Building a World-Class Client Centered Practice that Offers Exceptional Client Value and Service

Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.

Growing a Practice 15x by Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists

Leading Your Practice to Even Greater Heights: An Interview with Brant Spesshardt, CFP®, CKA®

$100M+ by 40. The Journey of Two Remarkable Financial Planners Who Built a Multi-million Dollar, Client-centric Practice Before Age 40: An Interview with Don Petricic, CFP® and Tom Phillips, CFP®

Conquering the Balancing Act: Finding optimal balance between being a financial advisor and a business owner.

Consistent and Meaningful Communication – A Superpower for Top Advisors

Are You a Casualty or a Survivor During Times of Crisis?

Top Advisors Add Value During Turbulent Times, Do You?

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