Is Your Marketing Meaningful?
Are you tired of receiving an inordinate amount of meaningless junk mail and emails? How do you think your clients and prospects feel? Probably the same way! At the Academy…
Do You Have a “Delegation” List?
Most advisors have a “To Do” list, but not a “Delegation” list. Do you have a “Delegation” list? When most people plan their day, they more than likely have a…
Is Your Referral System Attracting Qualified Prospects?
Are you tired of attracting the wrong type of prospects for your practice? All advisors want great clients, but many are not attracting “qualified” prospects. When you start to take…
Are you looking to grow your practice?
Today’s challenging environment provides a great opportunity. Why? Many investors are nervous or concerned about investing in today’s volatile environment and that concern provides opportunity. As the Academy emphasizes, confusion…
Multi-touch Marketing Plans with Meaningful Activity
This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next…
Creating a Substantial and Sustainable Multi-Million Dollar Practice – An Interview with Exclusive Coaching Participant, Chris Doughty
On this episode of Five Star Tips, Ken has a deep conversation with special guest, Chris Doughty, CFP®, CRPC, a 20 plus year veteran financial advisor and President at Gentian Financial in…
How to Effectively Use Delegation to Streamline Your Practice
This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next…
How I Built a Multi-Million Dollar Practice – An Interview with Exclusive Coaching Participant, Mitch Walk
This episode of Five Star Tips features special guest, Mitch Walk, AAMS®, Co-founder and President of Retirement Wealth Specialists. Mitch manages over $350 million dollars and has consistently raised over…