Delivering World-Class Financial Management with Midwest Values

 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 Values” is the motto for her highly successful financial firm because Karen delivers high level, comprehensive financial planning with a personal touch. Along with the ongoing guidance of her established clients, Karen has a special place in her firm and heart for helping women facing significant life transitions. In this podcast, she shares how the Academy has helped her on her journey toward success.

Be sure to catch this highly informative episode of Five Star Tips.

Resources:

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

Previous Post
Your Annual Operating Plan: The Roadmap to Your Goals and Objectives
Next Post
Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed

Related Posts