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.
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
Email:
info@theapfa.com
Building a Million Dollar Family Business
Duration:00:45:46
Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed
Duration:00:36:41
Delivering World Class Financial Management with Midwest Values
Duration:00:43:44
21: Building a Multi-Billion Dollar Firm and a Million Dollar+ Practice
Duration:00:51:27
20: How I Grew From a $10M One-man Show to an Over $200M Elite Advisor
Duration:00:36:14
19:How I Grew My Practice from $20M to over $300M (15x) by Elevating My Skillset and Always Placing Clients First
Duration:00:39:32
18: Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year
Duration:00:43:04
17: Building a World-Class Client Centered Practice that Offers Exceptional Client Value and Service
Duration:00:42:59
16: Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.
Duration:00:45:01
15: Growing a Practice 15x By Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists
Duration:00:34:52
14: Leading Your Practice To Even Greater Heights: An Interview with Brant Spesshardt, CFP®, CKA®
Duration:00:40:01
$100M+ by 40. The Journey of Two Remarkable Under 40 Financial Planners Who Built a Multi-million Dollar, Client-centric Practice: An Interview with Don Petricic, CFP® and Tom Phillips, CFP®
Duration:00:35:52
12: Steps I Took to Build a $350 Million Dollar Industry Leading Practice that grew over 10x. An Interview with Rod Kamps, CFP®, AIF®
Duration:00:43:40
11: How I Built a Multi-Million dollar practice that became #1 in my Broker-Dealer - An Interview with Long Term Coaching Participant Chuck Green
Duration:00:43:29
10: How we built an amazing client-first practice of over $250 million in 10 years – An Interview with Paul and Scott Hughes
Duration:01:04:59
09: How I built a practice that has been recognized multiple times as #1 in my state by Barron’s – An Interview with Gordon Wollman, MS-Financial Planning, CFP®, ChFC, CMFC®, CRPS®, AWMA®, AAMS®, ChFEBC℠
Duration:00:42:30
08: How I grew 10x and built one of the industry’s best female run practices – An Interview with Pam Dumonceau
Duration:00:32:29
07: How I Built an Award Winning Practice - An Interview with Exclusive Coaching Participant Dean Hedeker
Duration:00:41:16
06: How a Father and Daughter Grew a Successful Practice in a Small Marketplace, Alissa Conklin
Duration:00:46:37
05: How to Build a Twelve-month Multi-touch Marketing Plan of Meaningful Activity
Duration:00:12:57