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.

Five Star Tips

Building a Million Dollar Family Business

 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 sacrificing work/life balance. Joe shares some of the tools he has used to create an elite, comprehensive wealth management practice that can genuinely help clients – which for Joe, is the most rewarding aspect of the business.   The Academy of Preferred Financial Advisors The Exclusive Coaching Program

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

 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 Academy has helped her on her journey toward success.   The Academy of Preferred Financial Advisors The Exclusive Coaching Program

Delivering World Class Financial Management with Midwest Values

 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, personalized attention, and superior financial expertise. Doug and his son Brad have also built a million dollar+ practice. This is a must listen to podcast for anyone attempting to grow their business.   The Academy of Preferred Financial Advisors The Exclusive Coaching Program

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

 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.   The Academy of Preferred Financial Advisors The Exclusive Coaching Program                 

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

 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:   The Academy of Preferred Financial Advisors The Exclusive Coaching Program             

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

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: The Academy of Preferred Financial Advisors The Exclusive Coaching Program

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

 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                 

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

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:   The Academy of Preferred Financial Advisors The Exclusive Coaching Program

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 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:   The Academy of Preferred Financial Advisors The Exclusive Coaching Program

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 20+ year industry veteran Brant Spesshardt, CFP®, CKA® as he shares how his partnership with the APFA took his practice to over $400,000,000 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

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

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

$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®

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!

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

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

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

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

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

Are you ready to take your practice to the next level? Five Star Tips will help you take control of your practice’s future. Ken Unger, the Founder of the Academy of Preferred Financial Advisors, has run the leading coaching firm for mid- to high-level financial advisors for nearly 20 years. He will share with you some of the proven strategies and tools that top practices use to create five-star, client-centric, holistic practices. Five Star Tips also features interviews with some of the best advisors in the industry, who will talk about their first-hand experiences on their journey toward success.

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Five Star Tips

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