Proven Systems
Customized Advice
Results

“Every serious producer should join this Exclusive Coaching Program! Since joining the Exclusive Coaching Program, I have raised over $1,300,000,000 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."

“As part of the Academy’s comprehensive training, they have taught me the tax and estate planning strategies helpful in attracting and keeping better clients. This program has all the systems in place for a practice to grow its business while adhering to the philosophy of, ‘Clients always come first!’ Continuing with this program each year is a great investment into my practice. Since joining, I have grown my practice by over 1000% to over $4,000,000 of revenue. I would recommend this program to anyone with the desire to take their practice to the next level.”

“I would recommend the Exclusive Coaching Program to anyone who has a burning desire to build a big business while delivering unparalleled service to a large client base. In 2010 I signed up for the Exclusive Coaching Program. It was the best move I ever made. I immediately realized that they had all the systems in place for me to rapidly build my business in an ethical and efficient way. I implemented everything I learned and built a client first multi-million-dollar revenue business that has grown over 10x during the last 15 years. The practical guidance, efficient system updates and ongoing tax law strategic updates have always delivered exceptional value for my practice.  Continuing with this program every year is an easy decision. This program is awesome!”

“This program has elevated my skillset and outlined how to effectively service and attract a large group of qualified clients. Like me, the Academy believes in always putting clients first and delivering a superior client experience. Over the 18 years I have been part of the Exclusive Coaching Program, my business has grown from mid-$300,000 of revenue to over $4,500,000 in revenue. I would recommend this program to anyone who has or would like to have a high-level practice.”

Ken Unger and the Academy of Preferred Financial Advisors have been an integral part of our firm's growth and evolution.  Over the last 17 years, their coaching systems and strategic guidance have helped us grow almost entirely organically from approximately $25 million to over $850 million in assets under management.

What sets the program apart is not just the depth of knowledge, but the ability to translate complex planning concepts - particularly in tax and estate planning - into practical, client focused strategies.   Equally valuable has been the community of high-quality advisory firms within the program, many of whom have become trusted peers and friends that we continue to learn from.

APFA's framework has helped us build a disciplined, scalable, and client-first practice.  We view our continued participation as a meaningful investment in both our team and the long-term success of our clients."

Our office has been part of the APFA for the past two years, and it's been transformational for our firm. Ken and his team have helped us with practice acquisitions, hiring, and building a clear growth strategy. In that time, we've grown from $148 million to $211 million in assets under management while improving operational efficiency, strengthening our team, and enhancing the client experience.

Having Ken in our corner has been invaluable. Through his coaching and the twice-a-year in-person conferences, we've learned with 200 of the top advisors in the country, exchanged ideas, and implemented proven strategies that continue to elevate how we run our firm. I would highly recommend the program to any advisor looking to take their practice to the next level.

Ken Unger and the Academy of Preferred Financial Advisors have elevated my business and my life.  “Systemize the process” and “personalize the experience” is the APFA mantra that grew my business from $ 300 K GDC to $ 1.3 M GDC and still growing strong. The connections and relationships with other top producers and like- minded successful business owners twice a year in person is priceless.   I would highly recommend the APFA Coaching program to any advisor looking to take their business and life to the next level.  APFA is more than just business, they are trusted family.

Participating in the APFA program for the past 16 years has been transformative for my practice and my family. As a financial advisor, I was looking for practical and specific ways to grow my business and better serve my clients. This program has delivered real, actionable steps and clear plans for running an efficient operation. APFA covers prospecting and onboarding to ongoing service and client retention.  The emphasis on tax and estate planning ideas brings added value to my clients.

I especially appreciate the supportive community of fellow advisors, which provides encouragement, fresh perspectives, and practical firm management that keeps me focused and informed on industry best practices. Thanks to the program, I feel more confident, knowledgeable, and purposeful in my work, with stronger client relationships and a clearer path for sustainable growth.

I have built a highly successful practice while raising my children and I am grateful to be part of this program each year.  I highly recommend this coaching program to any financial advisor seeking practical tools and a supportive network to build a thriving, client-centered practice.