Building a Million Dollar Family Business
Five Star Tips
The father/son team of Joe and John Lutz worked side-by-side to build a first-class, client-centric practice that delivers high-value solutions and allows them to maintain a healthy work/life balance. Join long-standing APFA member Joe Lutz as he shares how they built efficient workflow systems and fine-tuned their strong menu of services to create a multi-million dollar family-owned business.
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Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed
Five Star Tips
Join us in this episode of Five Star Tips to hear from long-time Academy member and industry veteran, Joseph Lanza, CEO of The Lanza Financial Group. In the last decade as an Academy member, his practice has more than tripled to over $200M AUM. Joe focuses on adding value and delivering an exceptional client experience. He runs his highly efficient practice with only two team members. With the help of the Academy, Joe was able to integrate strong systems, procedures and work flows that allow his firm to provide extraordinary client service efficiently and effectively, without...
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Delivering World Class Financial Management with Midwest Values
Five Star Tips
Join us in this episode of Five Star Tips to listen to long-term Academy member and industry veteran, Karen A. Reimer, CFP, as she shares her journey to success. “World Class Financial Management, Midwest Values” is the motto for her highly successful financial firm because Karen delivers high level, comprehensive financial planning with a personal touch. Along with the ongoing guidance of her established clients, Karen has a special place in her firm and heart for helping women facing significant life transitions. In this podcast, she shares how the...
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21: Building a Multi-Billion Dollar Firm and a Million Dollar+ Practice
Five Star Tips
Building a Multi-Billion Dollar Firm and a Million Dollar+ Practice Industry veteran and long-term Academy of Preferred Financial Advisors member Doug Beck, had a vision to create a financial services practice with an emphasis on building lifelong relationships. He made that vision a reality and now has a multi-billion dollar firm with a hand picked group of other talented key advisors and associates. In this episode, he shares with listeners how he and his core group of producers (all Academy members) achieved this success through focusing on exceptional client service,...
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20: How I Grew From a $10M One-man Show to an Over $200M Elite Advisor
Five Star Tips
Academy Member Howard Mattson, CRPC, RFC, joins us on this episode to share how he grew his practice from $10M of AUM to over $200M of AUM (20x) by implementing the Academy’s systems. Howard developed sustainable, consistent, efficient and effective standard operating procedures that service existing clients and attract qualified prospects. He has also built a highly qualified and client-centric team. This is a must listen to podcast for anyone attempting to grow their business.
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19:How I Grew My Practice from $20M to over $300M (15x) by Elevating My Skillset and Always Placing Clients First
Five Star Tips
Jerry Lynch, CFP®, CLU, ChFC, an Academy of Preferred Financial Advisors member for over a decade, shares with listeners how he grew 15x and built one of the industry’s best financial advisory practices that is dedicated to helping clients manage and create true wealth. This is a must listen podcast for anyone who wants to grow their practice. Resources:
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18: Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year
Five Star Tips
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. On this podcast Randy shares how and why. Resources:
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17: Building a World-Class Client Centered Practice that Offers Exceptional Client Value and Service
Five Star Tips
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:
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16: Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.
Five Star Tips
Join us as we interview Founder of First Mate Financial Advisors, mother of three young children, and active community volunteer, Jeri Barrientos, MBA, AAMS. She shares how she has grown her business substantially every year while still having time to fully enjoy quality time with her family. Resources:
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15: Growing a Practice 15x By Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists
Five Star Tips
Join us as we talk with veteran Academy member, Anthony Scibetta, who has built a $125M+ asset under management practice by staying focused and offering superior client services and advice. By making meaningful client servicing the centerpiece of his practice, Anthony has grown his firm 15x while maintaining an amazing work/life balance. Resources:
info_outlineWith 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.
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