$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®

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 partnership with the Academy of Preferred Financial Advisors, they have received the systems, structure, and tools to increase their firm’s client service and build a highly successful practice. In this episode, they share their journey toward achieving great success at a young age.

Resources:

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

Previous Post
Conquering the Balancing Act: Finding optimal balance between being a financial advisor and a business owner.
Next Post
Leading Your Practice to Even Greater Heights: An Interview with Brant Spesshardt, CFP®, CKA®

Related Posts

Menu