21 episodes

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.

Five Star Tip‪s‬ Ken Unger

    • Investing
    • 4.9 • 40 Ratings

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.

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

    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 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

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

    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 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
     
     
     

     

     


     


     

     

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

    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 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
     
     
     

     

     


     

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

    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 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

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

    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 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
     
     
     

     

     


     


     

     

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

    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 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

    • 45 min

Customer Reviews

4.9 out of 5
40 Ratings

40 Ratings

Minisci ,

Meaningful Advice!

Five star tips provides access to successful advisors and their growth paths. Thank you Ken for this content!

NYC Advisor ,

Must listen to

Ken is amazing asset and truly helps with understanding the complicated world of finance. Thank you for your amazing advice.

RIA Advisor. ,

Best in class!!

I’ve listened to just about every podcast out there and 5 star tips is the best! Ken is clearly at the forefront of the industry. Great listen for any serious advisor out there.

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