Join us in this episode of Five Star Tips to listen to long-time Academy member and industry veteran, Joseph Lanza, CEO of The Lanza Financial Group. In the last decade, as…Read More
Join us in this episode of Five Star Tips to listen to long-term Academy member and industry veteran, Karen A. Reimer, CFP, as she shares her journey to success. “World Class Financial Management, Midwest…Read More
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…Read More
Academy Member Howard Mattson, CRPC, RFC, joins us on this episode to share how he grew his practice from $10M of AUM to over $200M of AUM (20x) by implementing…Read More
How I Grew My Practice from $20M to over $300M (15x) by Elevating My Skillset and Always Placing Clients First
Jerry Lynch, CFP®, CLU, ChFC, an Academy of Preferred Financial Advisors member for over a decade, shares with listeners how he grew 15x and built one of the industry’s best…Read More
Randy Cox, CFP®, RFC®, is the founder of a highly successful Advisory firm in a small Texas town. He is an active leader in his community, proud father of three,…Read More
Industry superstar Jon Kreps, CFP and Founder/CEO his own firm, developed strong work and life ethics at a young age. A man of great faith and family, his vision was…Read More
Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.
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…Read More
Growing a Practice 15x by Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists
Join us as we talk with veteran Academy member, Anthony Scibetta, who has built a $125M+ asset under management practice by staying focused and offering superior client services and advice.…Read More
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