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Five Star Tips

2018
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    Building a Million Dollar Family Business
    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....
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    • 5 years ago
    45:46
    Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed
    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 prac...
    • 1
    • 5 years ago
    36:41
    Delivering World Class Financial Management with Midwest Values
    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, Mi...
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    • 5 years ago
    43:44
    21: Building a Multi-Billion Dollar Firm and a Million Dollar+ Practice
    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 servic...
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    • 5 years ago
    51:27
    20: How I Grew From a $10M One-man Show to an Over $200M Elite Advisor
    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 de...
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    • 5 years ago
    36:14
    19:How I Grew My Practice from $20M to over $300M (15x) by Elevating My Skillset and Always Placing Clients First
    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 p...
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    • 5 years ago
    39:32
    18: Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year
    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...
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    • 5 years ago
    43:04
    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 successfu...
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    • 5 years ago
    42:59
    16: Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.
    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 ...
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    • 5 years ago
    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
    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 ...
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    • 5 years ago
    34:52
    14: Leading Your Practice To Even Greater Heights: An Interview with Brant Spesshardt, CFP®, CKA®
    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 specia...
    • 1
    • 5 years ago
    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®
    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...
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    • 6 years ago
    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®
    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...
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    • 7 years ago
    49:35
    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
    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 fo...
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    • 7 years ago
    51:27
    10: How we built an amazing client-first practice of over $250 million in 10 years – An Interview with Paul and Scott Hughes
    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 ...
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    • 7 years ago
    57:10
    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℠
    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...
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    • 7 years ago
    46:50
    08: How I grew 10x and built one of the industry's best female run practices – An Interview with Pam Dumonceau
    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 femal...
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    • 7 years ago
    38:33
    07: How I Built an Award Winning Practice - An Interview with Exclusive Coaching Participant Dean Hedeker
    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 b...
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    • 7 years ago
    46:57
    06: How a Father and Daughter Grew a Successful Practice in a Small Marketplace, Alissa Conklin
    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 quin...
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    • 7 years ago
    42:10
    05: How to Build a Twelve-month Multi-touch Marketing Plan of Meaningful Activity
    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 wi...
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    • 7 years ago
    12:58
    04: Creating a Substantial and Sustainable Multi-Million Dollar Practice - An Interview with Exclusive Coaching Participant, Chris Doughty
    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...
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    • 7 years ago
    39:36
    03: How to Effectively Use Delegation to Streamline Your Practice
    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 wi...
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    • 7 years ago
    10:13
    02: How I Built a Multi-Million Dollar Practice – An Interview with Exclusive Coaching Participant, Mitch Walk
    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...
    • 1
    • 7 years ago
    42:29
    01: Using Scalable Systems to Build a Top Advisory Firm
    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 wi...
    • 1
    • 7 years ago
    20:50
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