 |
Five Star TipsAuthor: Ken Unger
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. Language: en Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Building a Million Dollar Family Business
Tuesday, 25 May, 2021
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.
