12 episodes

Are you ready to take your practice to the next level? Five Star Tips will help you take control of your practice’s future. Ken Unger, the Founder of the Academy of Preferred Financial Advisors, has run the leading coaching firm for mid- to high-level financial advisors for nearly 20 years. He will share with you some of the proven strategies and tools that top practices use to create five-star, client-centric, holistic practices. Five Star Tips also features interviews with some of the best advisors in the industry, who will talk about their first-hand experiences on their journey toward success.

Five Star Tips Ken Unger

    • Investing
    • 5.0, 27 Ratings

Are you ready to take your practice to the next level? Five Star Tips will help you take control of your practice’s future. Ken Unger, the Founder of the Academy of Preferred Financial Advisors, has run the leading coaching firm for mid- to high-level financial advisors for nearly 20 years. He will share with you some of the proven strategies and tools that top practices use to create five-star, client-centric, holistic practices. Five Star Tips also features interviews with some of the best advisors in the industry, who will talk about their first-hand experiences on their journey toward success.

Customer Reviews

5.0 out of 5
27 Ratings

27 Ratings

Captain Snail ,

Learn from others success and grow

I love the financial planning industry and I love success stories. If you are like me and want to be a better financial planner and help your clients achieve their goals, AND you want your business to grow and succeed then subscribe and listen as APFA interviews some of the industry’s best success stories.

MikeKeeler ,

Great content

This podcast is a great resource for any financial advisor looking to grow their business. By working with advisors that have actually done the work, Ken has a great insight into what is working in the industry.

High level advisor ,

Awesome interview

Just listened to this podcast. This is a MUST for anyone looking to grow a financial advisory practice.

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