Podcast Archives - Page 2 of 3 - Academy of Preferred Financial Advisors

Growing a Practice 15x by Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists

5 years ago

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.…

Leading Your Practice to Even Greater Heights: An Interview with Brant Spesshardt, CFP®, CKA®

Podcast

5 years ago

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…

$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®

Podcast

5 years ago

With a motto of, “We’ll See You Through”, Don and Tom of Petricic & Phillips Financial Group in Bellevue, Washington, take great pride in their client-centric business model. Through their…

Steps I Took to Build a $350 Million Dollar Industry Leading Practice That Grew Over 10x: An Interview with Rod Kamps, CFP®, AIF®

Podcast

6 years ago

Rod Kamps’, CFP®, AIF® goal was to build a great comprehensive financial planning firm that valued clients and education. With help from the Academy of Preferred Financial Advisors, Rod created…

How I Built a Multi-Million Dollar Practice That Became #1 in my Broker-Dealer: An Interview with Long-term Coaching Participant Chuck Green

Podcast

6 years ago

Chuck Green built a large scalable client-first practice that has become the top practice at SagePoint Financial. In this Five Star Tips interview, Ken talks with Chuck about how his…

How a Father and Daughter Grew a Successful Practice in a Small Marketplace – An Interview with Alissa Conklin

Podcast

6 years ago

This episode of Five Star Tips features Alissa Conklin, ChFC®, who is part of a father/daughter team that has grown over $150 million of AUM in a very small, remote…

How I Built an Award-winning Practice – An Interview with Exclusive Coaching Participant, Dean Hedeker

Podcast

6 years ago

On this episode of Five Star Tips, Ken interviews Dean Hedeker, JD, CPA, RFC, who has built a practice of over $250 million in AUM in 15 years. Dean provides…

How I Built a Practice That Has Been Recognized Multiple Times as #1 in my State by Barron’s – An Interview with Gordon Wollman

Podcast

6 years ago

On this episode, Ken interviews the founder of an award-winning practice that has been recognized as #1 in its state multiple times by Barron’s. Gordon Wollman, MS-Financial Planning, CFP®, ChFC,…

How We Built an Amazing Client-first Practice of Over $250 Million in 10 years – An Interview with Paul and Scott Hughes

Podcast

6 years ago

On this episode, Ken interviews the father/son team of Paul Hughes, ChFEBCsm, CEPA and Scott Hughes, CFP®, MBA, who built a $250 million dollar thriving RIA in 10 years. Paul…

How I Grew 10x and Built One of the Industry’s Best Female Run Practices – An Interview with Pam Dumonceau

Podcast

6 years ago

On this episode, Ken interviews long-term coaching participant Pam Dumonceau, who shares how she grew from a small practice to over $300 million of AUM. Pam is one of the…

Growing a Practice 15x by Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists

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®

Steps I Took to Build a $350 Million Dollar Industry Leading Practice That Grew Over 10x: An Interview with Rod Kamps, CFP®, AIF®

How I Built a Multi-Million Dollar Practice That Became #1 in my Broker-Dealer: An Interview with Long-term Coaching Participant Chuck Green

How a Father and Daughter Grew a Successful Practice in a Small Marketplace – An Interview with Alissa Conklin

How I Built an Award-winning Practice – An Interview with Exclusive Coaching Participant, Dean Hedeker

How I Built a Practice That Has Been Recognized Multiple Times as #1 in my State by Barron’s – An Interview with Gordon Wollman

How We Built an Amazing Client-first Practice of Over $250 Million in 10 years – An Interview with Paul and Scott Hughes

How I Grew 10x and Built One of the Industry’s Best Female Run Practices – An Interview with Pam Dumonceau

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