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 to build a highly successful world-class financial group that prioritized on delivering exceptional comprehensive services combined with personalized client care and attention. Since joining the Exclusive Coaching Program, Jon’s practice has grown by over 400% to over a quarter of a billion dollars of AUM. Be sure to catch this highly informative episode of Five Star Tips.
Building a World-Class Client Centered Practice that Offers Exceptional Client Value and Service
Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.
Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year
Do you want to stand out in the industry and your community as one of the best and most sought-after financial advisors?
- Three Areas to Analyze Now to Optimize Your Success in 2021
- Building a Multi-Billion Dollar Firm and a Million Dollar + Practice
- How I Grew From a $10M One-man Show to an Over $200M Elite Advisor
- How I Grew My Practice from $20M to over $300M (15x) by Elevating My Skillset and Always Placing Clients First
- Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year