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17: Building a World-Class Client Centered Practice that Offers Exceptional Client Value and Service
Industry superstar Jon Kreps, CFP and Founder/CEO his own firm, developed strong work and life ethics at a young age. A man of great faith and family, his vision was to build a highly successful world class financial group that prioritized on delivering exceptional comprehensive services combined with personalized client care and attention. Since joining the Exclusive Coaching Program, Jon's practice has grown by over 400% to over a quarter of a billion dollars of AUM.
Resources:
The Academy of Preferred Financial Advisors
The Exclusive Coaching Program
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By Ken Unger
4.8
4545 ratings
Industry superstar Jon Kreps, CFP and Founder/CEO his own firm, developed strong work and life ethics at a young age. A man of great faith and family, his vision was to build a highly successful world class financial group that prioritized on delivering exceptional comprehensive services combined with personalized client care and attention. Since joining the Exclusive Coaching Program, Jon's practice has grown by over 400% to over a quarter of a billion dollars of AUM.
Resources:
The Academy of Preferred Financial Advisors
The Exclusive Coaching Program