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 grown her business substantially every year while still having time to fully enjoy quality time with her family. Be sure to catch this highly informative episode of Five Star Tips.
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
Building a World-Class Client Centered Practice that Offers Exceptional Client Value and Service
Do you want to stand out in the industry and your community as one of the best and most sought-after financial advisors?
- Three Areas to Analyze Now to Optimize Your Success in 2021
- Building a Multi-Billion Dollar Firm and a Million Dollar + Practice
- How I Grew From a $10M One-man Show to an Over $200M Elite Advisor
- How I Grew My Practice from $20M to over $300M (15x) by Elevating My Skillset and Always Placing Clients First
- Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year