$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.


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