Cubby Bice's profile

The Five Star Tips Podcast

An accomplished financial consultant in Mooresville, North Carolina, Cubby Bice has served as president of Bice Wealth Management since 2004. To augment his professional activities, Cubby Bice holds active membership in the Academy of Preferred Financial Advisors (APFA).

By helping its members manage their practices more efficiently, the APFA strives to increase its production rates while providing its clients with the highest quality of financial guidance. The APFA presents the podcast Five Star Tips as part of these efforts.

Hosted by APFA founder Ken Unger, Five Star Tips shares key resources and strategies to help financial advisors run exceptional practices. He also interviews other successful financial advisors to hear their careers' stories and professional insights. Key episodes of Five Star Tips include “Creating an Exceptional Client Experience and Mastering Efficiency to Help Clients Succeed” with Lanza Financial Group CEO Joseph Lanza and “Delivering World-Class Financial Management with Midwest Values” with Ad Astra Financial Group founder Karen A. Reimer.

The Five Star Tips Podcast
Published:

The Five Star Tips Podcast

Published: