Testimonials

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 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.”

I’ve been with the APFA since before 2009, and when I first started the firm, we were a $30 million firm, which has grown quite substantially. Right now we’re right at about $1.2 billion. When joining APFA, the first thing I would recognize is that they have really developed a bunch of systems and processes that have helped me create a marketing system, create an operating plan that has helped me just to grow in the business. I think one of the things that’s been really important to me has been learning to elevate and delegate and bring the right talent to the organization. If you try to do each of these things on your own, all by yourself, it’s going to a little bit difficult. So you need to identify what your most favorite part of your business is and elevate and delegate and get the right people on the team.

We’ve grown tremendously, and I think it’s all really about systems and processes. When you join the APFA, what I think you’re going to learn is that they’ve given you an infrastructure that helps you to build a marketing plan, to build an operating plan, to staff it with the right people. Specifically, I think what’s really key too, is you’ve got to learn to communicate on a regular, consistent basis with your clients. Ken and his team have created great content that is both on the financial side, on the tax side, on the investments, the estate planning. So a lot of the articles that they’ll help you write, and the infrastructure they’ll provide you in newsletters has been just very, very helpful, very timely information, and such an important part of communicating on a regular, consistent, basis with the clients that you want and that you want to keep. I think it’s also great for developing a prospect list. As you do the seminars that they talk about, as you do the workshops, the educational events, I think what you’re going to learn is you’re going to gain more and more prospects. Not all of those prospects will hire you right away, but if you learn to drip on them with great content, great information, and you can just show a consistency of being involved in the community, developing an educational process by a lot of material that they’ve helped us use over the years, it’ll help you grow tremendously.

If you’re looking to join a coaching program, one that is going to give you structure, one that is going to you timely information to communicate with high net worth individuals, the APFA is for you. Ken Unger and his team have been very outstanding, very instrumental in the growth of my organization, and the infrastructure they provide you is just awesome. So I hope that you join. It’s been great for me. And if you want to grow like I did, $30 million to $1.2 billion, it’s helped a ton.

We’ve had a fabulous experience. Ken has been inspiring and educational for us. We would recommend it to anybody who wants to bring their business to a higher level. Over the last five years since we met Ken and the APFA, we’ve gone from $160 million to nearly $800 million. We’ve implemented his strategies, his disciplines, and he’s educated us on the important things that clients want from our industry.

You would be cray not to join. It will change your business, change you personally, and give you access to some resources you didn’t even know were available.

If you’re serious about growing your practice and are trying to decide if the APFA makes sense for you, stop and just move forward! A few years ago, I was in your same position. I struggled with making the commitment. All I can say is that I wish I would have started much sooner. The APFA has been a tremendous help in our efforts to grow our business and operate more efficiently.

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. I was first introduced to the Exclusive Coaching Program in 2000 by attending one of their Boot Camps. 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 million-dollar revenue business in less than 5 years. I had produced over a million dollars a year for four years but I realized if I was to grow to my next level I needed more guidance. In 2010 I signed up for the Exclusive Coaching Program. It was the best move I ever made. In less than four years I grew from $1,000,000 of revenue to over $10,000,000. The practical guidance and new systems put into place this year have made all the difference! Continuing with this program is an easy decision. This is awesome!

The Academy’s Exclusive Coaching Program has provided me with systems to build a highly successful financial planning firm. 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 always delivering a superior experience. Over the 20+ years I have been part of the Exclusive Coaching Program, my business has grown over 1000%. I would recommend this program to anyone who has or would like to have a high-level practice.

This program provides me the opportunity to network with some of the most successful advisors in the industry. Simply amazing!

Since working with the Academy and applying the knowledge and tools they have taught me, I have grown to a seven-figure firm. A key element I learned through the Exclusive Coaching Program is becoming proactive in my client’s tax planning. I have not only helped hundreds of clients save in taxes through being proactive with the tax implications of their investments but also created a team around me to support a fast growing, multi-million dollar business. I encourage anyone who is serious about wanting to grow their practice and learn from the best in the industry to sign up for the Exclusive Coaching Program!

My main goal was to build a practice that offered clients long-term, trusting relationships. As a former bank president, I take pride in offering clients excellent service and an enjoyable experience.  The Academy’s Exclusive Coaching Program helped me create a practice with a superior service menu that accomplishes this goal. Since joining the Exclusive Coaching Program, my revenue stream has increased over 1,000% and I have built scalable and sustainable systems to attract and service high quality clients. I now generate over $1,000,000 in recurring revenue. Without the Academy this would not have happened. Every firm that is serious about client service and growing their practice should consider partnering with the Academy!

The BEST organization I have been a part of!