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…Read More
Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.
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…Read More
Growing a Practice 15x by Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists
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.…Read More
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…Read More
$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®
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…Read More
Conquering the Balancing Act: Finding optimal balance between being a financial advisor and a business owner.
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…Read More
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…Read More
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…Read More
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…Read More
Does Your Financial Planning Firm Have the “Right Offering” to Maintain and Attract Qualified Prospects?
In this age of immediacy, convenience, and continuous distraction, today’s advisor is constantly being challenged to maintain a high-level practice that attracts qualified prospects. The expectations are constantly changing and…Read More
Do you want to stand out in the industry and your community as one of the best and most sought-after financial advisors?
- Summertime Is Here and “Normal” Is Coming Back!
- 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