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…

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…