Training Programs

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 $3,000,000. The practical guidance and new systems put into place this year have made all the difference! Continuing with this program in 2019 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 15 years I have been part of the Exclusive Coaching Program, my business has grown over 700%. 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!