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.…

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…

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…

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,…