The Exclusive Coaching Program

Exclusive Coaching Program through the Academy of Preferred Financial AdvisorsIf you are ready to take your practice to the next level, there is no better time than now to join the Academy’s Exclusive Coaching Program. This program is for financial advisors who are looking for a way to break through to the highest levels of production and efficiency.

We help advisors reach the next level by increasing their overall production and freeing up valuable time, resulting in making their lives and practices more enjoyable. Our systems and information are proven techniques and strategies that we actively use to generate results.

From marketing strategies to perfecting your initial client interview, the Exclusive Coaching Program is an encompassing, comprehensive program that covers a vast array of topics that directly impact your financial advisory practice.


As a part of the Exclusive Coaching Program you will receive:

  • Attendance to three, two-day comprehensive meetings
  • Frequent, timely and informative webinars throughout the year
  • 12 months of membership to www.preferredadvisoracademy.com
  • A customized 12-month marketing calendar of meaningful activity
  • 30+ hours of CFP CE units
  • Monthly accountability from the Academy
  • Customized assistance for every aspect of your practice
  • A full array of communications available for your use, including:
    • Quarterly Economic Updates
    • First Quarter Tax Report
    • Fourth Quarter Tax Report
    • Monthly informational articles
    • Educational workshops in crucial areas including estate planning, taxes, Roth IRAs, Inherited IRAs, Social Security and Identity Theft

Are you with the Advisor Group?

Over the past 14 years, this coaching program has helped create many of the strongest producers by showing them how to simplify and systematize their businesses and their lives. The Advisor Network Exclusive Coaching Program has also transformed many of its participants into million dollar producers that primarily generate fee-based income.

The Advisor Group has once again subsidized this program to help provide the opportunity for their advisors to participate in the Exclusive Coaching Program and partner with the Academy. Please contact us for more information.

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Let our Exclusive Program participants share their experience with you!

Every serious producer should consider joining the Exclusive Coaching Program.

With over $400 million in managed assets, Rob has leveraged the Exclusive Coaching Program to create one of the most successful practices in California.

Your program is worth every penny. Count on me as a lifetime MDP member!

Since joining the Exclusive Coaching Program, Matt has consistently attracted $15-20 million in new managed assets annually. Prior to joining, his growth was limited to $2-5 million every year.

I saw real results in my first year! It’s hard to express exactly what the program encompasses! This is the best investment ever!

Julia’s average new AUM was $5 million per year. After joining the Exclusive Coaching Program, she is now bringing in over $14 million in new assets per year.

See All Testimonials Here!

Does your current coaching program:

APFA Your Current Program
Help you build a comprehensive operating plan to set your practice up for success?
Help you develop and implement an entire calendar year of marketing?
Provide a full array of high-quality content for your 12-month marketing calendar?
Provide special training systems for your staff?
Keep you focused on your goals through a monthly accountability system?
Offer tax planning training from one of the most distinguished CPA’s in the country?
Provide customized advice and assistance tailored to your specific needs?
Have a foundation that is based on time tested, proven systems, not just theory?
Value client care and services as a key priority to the success of your practice?
Help show you not just what to do, but how to do it?
Take the First Step!