Academy Member Howard Mattson, CRPC, RFC, joins us on this episode to share how he grew his practice from $10M of AUM to over $200M of AUM (20x) by implementing the Academy’s systems. Howard developed sustainable, consistent, efficient, and effective standard operating procedures that service existing clients and attract qualified prospects. He has also built a highly qualified and client-centric team. This is a must listen to podcast for anyone attempting to grow their business.
Be sure to catch this highly informative episode of Five Star Tips.
The Academy of Preferred Financial Advisors