This Fall, over 300 advisors and their team members completed the final session of The Exclusive Coaching Program, the Academy of Preferred Financial Advisor’s training program. Members of the Academy participated in this 12-month program that featured over 30 hours of continuing education credits. This comprehensive training program provides advisors with support to increase their level of financial knowledge and client services. As a result, many of these elite practices now maintain an optimum benchmark of skill levels, efficiency and client satisfaction.
At all three sessions, Academy Founder Ken Unger reviewed best practice strategies for providing a strong level of service and solutions to both clients and prospects. The program also featured Robert Keebler CPA, PFS, MST and AEP (Distinguished), who reviewed current tax and estate planning strategies that are most beneficial for investors. Additional training was provided by Tom Gau, CFP®, CPA (a former Barron’s Top 100 and #1 Advisor in his state for over 10 years), and Chad Smith, CFP®.
The Academy is currently enrolling participants for the 2018 Exclusive Coaching Program. The first sessions are scheduled to be held in Los Angeles in January and February. The Academy of Preferred Financial Advisors is excited to begin and continue their partnership with the best financial advisors in the industry.