The Exclusive Coaching Program

Exclusive Coaching Program through the Academy of Preferred Financial Advisors
If 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.

To 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 not just the result of surveys or statistics, they are proven techniques and strategies that we actively use. At the Academy, we are committed to giving you systems and customized advice that 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.

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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


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Topics of Learning:

  • Proven Marketing Strategies
  • How to Hold a Successful Client Review Session (Quarterly & Annual)
  • Perfecting Your Initial Client Interview
  • Setting Proper Goals for Your Business
  • Tax Form Review
  • How to Attract High Net Worth Clients
  • How to Close Prospective Clients
  • Using Retirement Distribution Strategies to Plan for and Attract High Net Worth Investors
  • Efficient Time Management Techniques
  • Creating and Implementing a Business Plan
  • Maintaining Clients and Growing Your Practice During Difficult Time
  • Offering Clients and Prospects a Can’t Miss Package of Services
  • Tax and Estate Planning (not Preparation) Strategies
  • Wealth Transfer Techniques
  • General Tips to Increase Your Production
  • How to Hire Efficient and Effective Staff
  • How to Expand Both Your Business and Your Office Personnel
  • How and What to Delegate
  • How to Best Use Junior Representatives
  • The Keys to Office and Staff Management
  • Seminar Marketing
  • How to Establish a Financial Planning Practice that has Future Value

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