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

Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed

Mar 24th, 2021 36m 41s

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

Delivering World Class Financial Management with Midwest Values

Mar 2nd, 2021 43m 44s

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 su

21: Building a Multi-Billion Dollar Firm and a Million Dollar+ Practice

Nov 17th, 2020 51m 27s

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 lif

20: How I Grew From a $10M One-man Show to an Over $200M Elite Advisor

Nov 10th, 2020 36m 14s

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 a

19:How I Grew My Practice from $20M to over $300M (15x) by Elevating My Skillset and Always Placing Clients First

Oct 27th, 2020 39m 32s

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 client

18: Strategically and Pragmatically Growing Your Annual New AUM from $2M to Almost $20M Per Year

Oct 12th, 2020 43m 4s

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 achie

17: Building a World-Class Client Centered Practice that Offers Exceptional Client Value and Service

Sep 29th, 2020 42m 59s

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 prioritiz

16: Mastering Work-Life Balance: How Jeri Barrientos, MBA, AAMS, built a highly-successful financial planning practice while growing her family.

Sep 22nd, 2020 45m 1s

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

15: Growing a Practice 15x By Adding Consistent, Meaningful and Scalable Systems: An Interview with Anthony Scibetta, CEO/Founder of Garden State Retirement Specialists

Sep 15th, 2020 34m 52s

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

14: Leading Your Practice To Even Greater Heights: An Interview with Brant Spesshardt, CFP®, CKA®

Sep 9th, 2020 40m 1s

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 infor

$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®

Aug 25th, 2020 35m 52s

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 Adv

12: Steps I Took to Build a $350 Million Dollar Industry Leading Practice that grew over 10x. An Interview with Rod Kamps, CFP®, AIF®

Aug 26th, 2019 49m 35s

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 a

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

Aug 26th, 2019 51m 27s

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 continue

10: How we built an amazing client-first practice of over $250 million in 10 years – An Interview with Paul and Scott Hughes

Aug 20th, 2019 57m 10s

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

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℠

Aug 20th, 2019 46m 50s

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 syste

How I grew 10x and built one of the industry’s best female run practices – An Interview with Pam Dumonceau

Aug 19th, 2019 38m 33s

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 w

07: How I Built an Award Winning Practice - An Interview with Exclusive Coaching Participant Dean Hedeker

Aug 16th, 2019 46m 57s

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

06: How a Father and Daughter Grew a Successful Practice in a Small Marketplace, Alissa Conklin

Aug 16th, 2019 42m 10s

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 li

05: How to Build a Twelve-month Multi-touch Marketing Plan of Meaningful Activity

Nov 2nd, 2018 12m 58s

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 syste

04: Creating a Substantial and Sustainable Multi-Million Dollar Practice - An Interview with Exclusive Coaching Participant, Chris Doughty

Nov 1st, 2018 39m 36s

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. Chris manages over $400 million dollars an

03: How to Effectively Use Delegation to Streamline Your Practice

Oct 30th, 2018 10m 13s

02: How I Built a Multi-Million Dollar Practice – An Interview with Exclusive Coaching Participant, Mitch Walk

Oct 29th, 2018 42m 29s

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 over $30 million new dollars every year. As