Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year

Randy Cox, CFP®, RFC®, is the founder of a highly successful Advisory firm in a small Texas town. He is an active leader in his community, proud father of three, and a person of strong faith. Randy has been committed to helping his clients achieve their financial goals for over 26 years. Since joining the Academy in 2015, his new annual AUM per year has steadily grown from between $2,000,000 to almost $20,000,000 per year.  In this podcast, Randy shares how and why.

Be sure to catch this highly informative episode of Five Star Tips.

Resources:

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

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