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Five Star Tips

Five Star Tips

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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.

Recent Episodes

  • Building a Million Dollar Family Business

    4 years ago

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

    4 years ago

  • Delivering World Class Financial Management with Midwest Values

    4 years ago

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

    4 years ago

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

    4 years ago

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

    4 years ago

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

    4 years ago

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

    4 years ago

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

    4 years ago

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

    4 years ago