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.
$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®
Conquering the Balancing Act: Finding optimal balance between being a financial advisor and a business owner.
Leading Your Practice to Even Greater Heights: An Interview with Brant Spesshardt, CFP®, CKA®
Do you want to stand out in the industry and your community as one of the best and most sought-after financial advisors?
- Summertime Is Here and “Normal” Is Coming Back!
- Building a Million Dollar Family Business
- Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed
- Delivering World-Class Financial Management with Midwest Values
- Your Annual Operating Plan: The Roadmap to Your Goals and Objectives