Join 20+ year industry veteran Brant Spesshardt, CFP®, CKA® as he shares how his partnership with the Academy took his practice to over $450,000,000 of AUM through streamlining, systematizing, and specialization. Be sure to catch this highly informative episode of Five Star Tips.
Leading Your Practice to Even Greater Heights: An Interview with Brant Spesshardt, CFP®, CKA®
$100M+ by 40. The Journey of Two Remarkable Financial Planners Who Built a Multi-million Dollar, Client-centric Practice Before Age 40: An Interview with Don Petricic, CFP® and Tom Phillips, CFP®
Growing a Practice 15x by Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists
Do you want to stand out in the industry and your community as one of the best and most sought-after financial advisors?
- Summertime Is Here and “Normal” Is Coming Back!
- Building a Million Dollar Family Business
- Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed
- Delivering World-Class Financial Management with Midwest Values
- Your Annual Operating Plan: The Roadmap to Your Goals and Objectives