Training Programs

During this free webinar, Ken Unger, Founder of the APFA, will provide insight on how the Exclusive Coaching Program can help you and your practice reach the next level in 2018.

The Academy teaches you not just what to do, but how to do it. Ken will review the key areas of focus, strategies and proven techniques that the Academy provides to help set their members apart from the rest. In 2018, the Academy has already registered some of the industry’s best practices as participants.

The program is currently available for new participants. Join us for this informative webinar to learn how the Academy can help you make 2018 the best year your practice has experienced!


Are you ready to take your practice to the next level?

Do you want to stand out in the industry and your community as one of the best and most sought-after financial advisors?
Are you seeking a training program that teaches you not just what to do, but how to do it?

Our programs are designed for financial advisors who are looking for a way to break through to the highest levels of production and efficiency and set the bar for excellence in the financial services industry.

 

Please select one of the following to learn more about each program.

 

Julia C.
"I saw real results in my first year! It’s hard to express exactly what the program encompasses! This is the best investment ever!"
5.0
2016-07-14T10:52:25+00:00
"I saw real results in my first year! It’s hard to express exactly what the program encompasses! This is the best investment ever!"
George V.
"I would recommend this program to anyone who has a burning desire to build a big business while delivering unparalleled service to a large client base. Signing up for the Exclusive Coaching Program was the best move I ever made. In less than four years I grew from $1 million of revenue to $3 million. The practical guidance and systems put in place have made all the difference."
5.0
2014-04-11T01:26:41+00:00
"I would recommend this program to anyone who has a burning desire to build a big business while delivering unparalleled service to a large client base. Signing up for the Exclusive Coaching Program was the best move I ever made. In less than four years I grew from $1 million of revenue to $3 million. The practical guidance and systems put in place have made all the difference."
Profile In success
Rob C.
“Every serious producer should join this Exclusive Coaching Program! Since joining the Exclusive Coaching Program, I have raised over $500,000,000 and built a highly efficient and productive multi-million dollar practice. They offer not only invaluable amounts of information and ideas, compliance-approved materials, resources, direction and vision, but also teach and help you implement all of it! I don’t even think twice when signing up annually for this Exclusive Coaching Program! This program helps keep me focused, disciplined and continuously striving for providing the best package of services and expertise that I can as a financial advisor."
5.0
2014-06-19T21:56:50+00:00
Profile In success
“Every serious producer should join this Exclusive Coaching Program! Since joining the Exclusive Coaching Program, I have raised over $500,000,000 and built a highly efficient and productive multi-million dollar practice. They offer not only invaluable amounts of information and ideas, compliance-approved materials, resources, direction and vision, but also teach and help you implement all of it! I don’t even think twice when signing up annually for this Exclusive Coaching Program! This program helps keep me focused, disciplined and continuously striving for providing the best package of services and expertise that I can as a financial advisor."
5.0
3

Are You Ready to be a Part of the Industry’s Elite?

I WOULD LIKE TO:

Yes! NO
 Increase my production.
 Improve my client services skill set.
 
 Improve client retention.
 Broaden my overall financial planning services knowledge and expertise.
 Increase prospect attraction and referrals.
 Find the strengths in my practice so I can leverage these to my advantage.
 Find the weaknesses in my practice so I can improve them.
 Network with some of the industry’s top advisors.
 Increase my efficiency so I can have more personal time to enjoy life.

 

DO I HAVE WHAT IT TAKES TO BE A TOP LEVEL FINANCIAL ADVISOR?

YES!
NO
 I’m willing to go outside my comfort zone and challenge myself in order to grow.
I’m eager to learn and implement proven techniques right away.
 I’m ready to commit to the betterment of myself and my practice.
I’m dedicated to a “clients come first” culture in my office.
I know that superior client service is a primary key to the success of my practice.
I understand that the success of a company takes the entire team, not just one individual.
 I’m excited to broaden the horizons of my practice’s service offerings.
I know that achieving my dreams will require diligence and focus
 I’m willing to invest into my future self and practice.

If you answered YES to these points, you’re ready to start the next phase
of your journey toward growth, success and professional fulfillment!

If you answered NO, we can give you guidance on questions you may have,
providing you more insight on how to achieve your professional goals.