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

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

September 9, 2020

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®

August 26, 2020

Podcast

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®

August 27, 2019

Podcast

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

August 27, 2019

Podcast

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

August 20, 2019

Podcast

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

August 20, 2019

Podcast

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

August 20, 2019

Podcast

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

August 20, 2019

Podcast

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

August 20, 2019

Podcast

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…

Multi-touch Marketing Plans with Meaningful Activity

November 1, 2018

Podcast

This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next…

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

Multi-touch Marketing Plans with Meaningful Activity

Connect with Us

Recent Posts

— Become proactive in your practice’s future! —