The APEG Partnership
Driving Firm Growth through Purposeful Advisor Development
Through a combination of self-study courses, customized workshops, and business development resources, we help Financial Firms recruit, develop & retain advisors at all levels of their career.
Building the Foundation
APEG's Self-Study Courses allow Advisors to learn on their own time at their own pace.
On-line access anytime, anywhere.
Standardizing Excellence
Group learning in a high-energy, high impact environment, whether live or virtual.
Let your team immerse themselves in education.
EXPLORE WORKSHOPS
Advanced Growth & Scale
We’ve done the research & compiled it all so, you can save time AND grow your practice.
Turn-key client events!
EXPLORE BUSINESS DEVELOPMENT TOOLS
Contact us at (800) 568-2444 or info@apegcommunity.com to discuss your firm's unique needs.
We would love the opportunity to be your Learning & Development Partners!
Ruth & Jeff
APEG Co-Founders:
Jeffrey R. Hoenle, CFP®, CRPC®, AEP®, CEO
Ruth Flynn Raftery, JD, CPA, AEP®, President
