Five Star Tips-logo

Five Star Tips

Business & Economics Podcasts >

Are you ready to take your practice to the next level? Five Star Tips will help you take control of your practice’s future. Ken Unger, the Founder of the Academy of Preferred Financial Advisors, has run the leading coaching firm for mid- to high-level financial advisors for nearly 20 years. He will share with you some of the proven strategies and tools that top practices use to create five-star, client-centric, holistic practices. Five Star Tips also features interviews with some of the best advisors in the industry, who will talk about their first-hand experiences on their journey toward success.

Are you ready to take your practice to the next level? Five Star Tips will help you take control of your practice’s future. Ken Unger, the Founder of the Academy of Preferred Financial Advisors, has run the leading coaching firm for mid- to high-level financial advisors for nearly 20 years. He will share with you some of the proven strategies and tools that top practices use to create five-star, client-centric, holistic practices. Five Star Tips also features interviews with some of the best advisors in the industry, who will talk about their first-hand experiences on their journey toward success.
More Information

Location:

United States

Description:

Are you ready to take your practice to the next level? Five Star Tips will help you take control of your practice’s future. Ken Unger, the Founder of the Academy of Preferred Financial Advisors, has run the leading coaching firm for mid- to high-level financial advisors for nearly 20 years. He will share with you some of the proven strategies and tools that top practices use to create five-star, client-centric, holistic practices. Five Star Tips also features interviews with some of the best advisors in the industry, who will talk about their first-hand experiences on their journey toward success.

Language:

English

Contact:

866-866-9472


Episodes

05: How to Build a Twelve-month Multi-touch Marketing Plan of Meaningful Activity

11/2/2018
More
This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next level. In this episode, Ken Unger will be discussing multi-touch marketing systems. Ken Unger is the industry’s leading coach of mid- to high-level advisors and has almost forty years of experience in the financial service industry. For the last 20 years, he has focused on coaching and has helped many financial advisory firms...

Duration:00:12:57

04: Creating a Substantial and Sustainable Multi-Million Dollar Practice - An Interview with Exclusive Coaching Participant, Chris Doughty

11/1/2018
More
On this episode of Five Star Tips, Ken has a deep conversation with special guest, Chris Doughty, CFP® , CRPC, a 20 plus year veteran financial advisor and President at Gentian Financial in Wisconsin. Chris manages over $400 million dollars and is a true industry success. He has been recognized as a top advisor on Forbes list of best advisors. Chris will share with you some of the strategies that helped him reach these high levels of success. Be sure to catch this highly informative episode...

Duration:00:39:35

03: How to Effectively Use Delegation to Streamline Your Practice

10/30/2018
More
This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next level. In this episode, Ken Unger will be discussing effective use of delegation. Ken Unger is the industry’s leading coach of mid- to high-level advisors and has almost forty years of experience in the financial service industry. For the last 20 years, he has focused on coaching and has helped many financial advisory firms...

Duration:00:10:12

02: How I Built a Multi-Million Dollar Practice – An Interview with Exclusive Coaching Participant, Mitch Walk

10/29/2018
More
This episode of Five Star Tips features special guest, Mitch Walk, AAMS®, Co-founder and President of Retirement Wealth Specialists. Mitch manages over $350 million dollars and has consistently raised over $30 million new dollars every year. As you’ll be able to tell from this show, Mitch is a highly qualified advisor, having over 20 years of experience of putting clients first. You’re going to get a wealth of information from today’s show, so tune in to hear more! Resources: The Academy...

Duration:00:42:27

01: Using Scalable Systems to Build a Top Advisory Firm

10/22/2018
More
This Five Star Tips Podcast will share with you some of the strategies and tools that top practices implement that can also help you take your practice to the next level. In this episode, Ken Unger will be discussing Scalable Systems. Ken Unger is the industry’s leading coach of mid- to high-level advisors and has almost forty years of experience in the financial service industry. For the last 20 years, he has focused on coaching and has helped many financial advisory firms achieve top...

Duration:00:20:49