Building a Multi-Billion Dollar Firm and a Million Dollar + Practice

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 vision a reality and now has a multi-billion dollar firm with a hand-picked group of other talented key advisors and associates. In this episode, he shares with listeners how he and his core group of producers (all Academy members) achieved this success by focusing on exceptional client service, personalized attention, and superior financial expertise. Doug and his son Brad have also built a million-dollar+ practice. This is a must listen to podcast for anyone attempting to grow their business.

Be sure to catch this highly informative episode of Five Star Tips.

Resources:

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

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