ELITE ADVISOR PROFILES IN SUCCESS

Jon Wax

Waller & Wax Advisors, Tampa, FL

John Bowen interviews Jon Wax to share his success and why financial advisors are so passionate about serving their clients well.

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Mary Brooks

Raymond James, Walnut Creek, CA

As a woman who came up through the ranks, Mary Brooks understands the obstacles faced by her primary clients: women senior executives and professionals.

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VIDEO TESTIMONIALS

Kyle Appling

Kyle Appling

  • Comerica Wealth Management–Arlington, TX

A solid value proposition backed up by a systematic wealth management process has injected Kyle Appling with new confidence and his business with new revenue.

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Peri Ann Aptaker

Peri Ann Aptaker

  • KLR Wealth Management, LLC–Providence, RI

By employing a few key strategies, Aptaker transformed the wealth management business of her CPA firm—leading to a quadrupling of assets under management in just 18 months.

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Gordon Bernhardt

Gordon Bernhardt

  • Bernhardt Wealth Management–McLean, VA

Gordon Bernhardt wanted to simplify and reignite his business. After releasing 75 percent of his clients and increasing his income four-fold, he has done just that.

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Doug Bolles

  • Southside Bank–Tyler, TX

Doug Bolles avoids making many common mistakes by implementing what has already been proven to work well among top-performing firms.

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