Top Advisors Add Value During Turbulent Times, Do You?
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…
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…
Grow New Business and Solidify Existing Client Relationships with Proactive Tax Planning
“What can we do today to reduce your taxes tomorrow?” How many financial advisors ask this question when meeting with their clients? If you are an advisor who offers comprehensive…
Who are YOU turning to for guidance and leadership?
We are currently living in very unusual and unexpected times. As a financial professional, your clients are looking to you for reassurance and direction. Covid-19 has created some challenging front-burner…
Steps I Took to Build a $350 Million Dollar Industry Leading Practice That Grew Over 10x: An Interview with Rod Kamps, CFP®, AIF®
Rod Kamps’, CFP®, AIF® goal was to build a great comprehensive financial planning firm that valued clients and education. With help from the Academy of Preferred Financial Advisors, Rod created…
How I Built a Multi-Million Dollar Practice That Became #1 in my Broker-Dealer: An Interview with Long-term Coaching Participant Chuck Green
Chuck Green built a large scalable client-first practice that has become the top practice at SagePoint Financial. In this Five Star Tips interview, Ken talks with Chuck about how his…
How a Father and Daughter Grew a Successful Practice in a Small Marketplace – An Interview with Alissa Conklin
This episode of Five Star Tips features Alissa Conklin, ChFC®, who is part of a father/daughter team that has grown over $150 million of AUM in a very small, remote…
How I Built an Award-winning Practice – An Interview with Exclusive Coaching Participant, Dean Hedeker
On this episode of Five Star Tips, Ken interviews Dean Hedeker, JD, CPA, RFC, who has built a practice of over $250 million in AUM in 15 years. Dean provides…
How I Built a Practice That Has Been Recognized Multiple Times as #1 in my State by Barron’s – An Interview with Gordon Wollman
On this episode, Ken interviews the founder of an award-winning practice that has been recognized as #1 in its state multiple times by Barron’s. Gordon Wollman, MS-Financial Planning, CFP®, ChFC,…
How We Built an Amazing Client-first Practice of Over $250 Million in 10 years – An Interview with Paul and Scott Hughes
On this episode, Ken interviews the father/son team of Paul Hughes, ChFEBCsm, CEPA and Scott Hughes, CFP®, MBA, who built a $250 million dollar thriving RIA in 10 years. Paul…