Five Star Tips

Join 20+ year industry veteran Brant Spesshardt, CFP®, CKA® as he shares how his partnership with the APFA took his practice to over $450,000,000 of AUM through streamlining, systematizing, and specialization. Be sure to catch this highly informative episode of Five Star Tips.

Resources:

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

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.

Resources:

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

Rod Kamps', CFP®, AIF® goal was to build a great comprehensive financial planning firm that valued clients and education. With help from the Academy of Preferred Financial Advisors, Rod created a firm that offers the highest levels of service and value to clients. In this interview with Ken Unger, Rod shares how he did this and how you can too!

Chuck Green built a large scalable client-first practice that has become the top practice at SagePoint Financial. In this Five Star Tips interview, Ken talks with Chuck about how his client-centric focus and use of delegation built and continues to grow his practice consistently every year. This is a must-listen podcast for any practice at any level!

Resources Mentioned in the Show

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

On this episode, Ken interviews the father/son team of Paul Hughes, ChFEBCsm, CEPA and Scott Hughes, CFP®, MBA, who built a $250 million dollar thriving RIA in 10 years. Paul and Scott learned how to be true partners and a successful father and son team. They are great role models for any practice that is a parent/child firm or any partnership.

Resources Mentioned in the Show

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

On this episode, Ken interviews the founder of an award-winning practice that has been #1 in its state multiple times by Barron's. Gordon Wollman shares how his 16-year relationship with the Exclusive Coaching Program has helped him build systems and offer services that place him among the industry's elite. This podcast should be required listening for any practice looking to grow or improve their efficiency.

Resources Mentioned in the Show

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

On this episode, Ken interviews long-term coaching participant Pam Dumonceau, who shares how she grew from a small practice to over $300 million of AUM. Pam is one of the industry's best skilled female advisors and on this podcast, she shares why!

Resources Mentioned in the Show

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

On this episode of Five Star Tips, Ken interviews Dean Hedeker, JD, CPA, RFC, who has built a practice of over $250 million in AUM in 15 years. Dean provides a high-level of service and lives a very balanced lifestyle. His team has earned many honors, including being on Forbes list as one of the best financial advisors in the United States. Dean shares some of his secrets to building a wildly successful business.

Resources Mentioned in the Show

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

This episode of Five Star Tips features Alissa Conklin, ChFC®, who is part of a father/daughter team that has grown over $150 million of AUM in a very small, remote town, Alissa has also balanced quintuplets (she has six children) and family life while building an impressive and highly respected practice. She shares helpful tips on how to grow your practice and how to have a healthy parent/child work relationship.

Resources Mentioned in the Show

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program

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 achieve top honors and reach levels of productivity that they never thought possible. He is Founder and President of "The Academy of Preferred Financial Advisors". Joining him at the Academy is educator Tom Gau, CPA, CFP, who was featured multiple times as #1 Advisor in Oregon and as one of the top advisors in the United States on Barron's List. Tom has tremendous experience in understanding how to build a top advisory firm. Also, on the Academy's training team is Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, who was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Bob was also inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He helps Academy members understand relevant and essential tax strategies. At the Academy, this dynamic trio can make your dreams in the financial industry a reality.

This episode shares:

• How to build a twelve-month multi touch marketing plan of meaningful activity.

• How to properly think about marketing for your firm.

• Committing and scheduling your company to a 12-month marketing calendar.

• How to properly implement this 12-month marketing calendar.

Resources Mentioned in the Show:

The Academy of Preferred Financial Advisors

The Exclusive Coaching Program