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Seven Reasons Why Advisors Do Not Reach Their Full Potential

Eight Common Practices of Top Producers

BECOME PROACTIVE IN YOUR PRACTICE’S FUTURE!

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Take Your Practice to the Next Level

The Academy can help take you there. Through our Exclusive Coaching Program, we provide members with real-world, time-tested solutions of active and thriving financial advisory practices.

Our Commitment to you: Not just what to do, but how to do it. The Academy is committed to sharing with all members not just the theory behind these proven systems, but the implementation necessary to boost their growth, increase client retention, and allow them more free time to do the things they enjoy!

From tax planning, financial planning, estate planning, and practice and business management, the Academy offers impactful, comprehensive training, covering a vast array of topics that directly impact your wealth management practice.

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Increasing your production, mastering impeccable client service, freeing up valuable time, making your life and practice more enjoyable…are these goals that resonate with you?

If you are ready to take your practice to the next level, there is no better time than now to join the Academy.

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What Others Say

Testimonials

Jon Kreps
“As part of the Academy’s comprehensive training, they have taught me the tax and estate planning strategies helpful in attracting and keeping better clients. This program has all the systems in place for a practice to grow its business while adhering to the philosophy of, ‘Clients always come first!’ Continuing with this program each year is a great investment into my practice. Since joining, I have grown my practice by over 400% to over $2,300,000 of revenue. I would recommend this program to anyone with the desire to take their practice to the next level.”
Academy of Preferred Financial Advisors
5
2022-06-03T14:48:03-07:00
“As part of the Academy’s comprehensive training, they have taught me the tax and estate planning strategies helpful in attracting and keeping better clients. This program has all the systems in place for a practice to grow its business while adhering to the philosophy of, ‘Clients always come first!’ Continuing with this program each year is a great investment into my practice. Since joining, I have grown my practice by over 400% to over $2,300,000 of revenue. I would recommend this program to anyone with the desire to take their practice to the next level.”
George Veater
“I would recommend the Exclusive Coaching Program to anyone who has a burning desire to build a big business while delivering unparalleled service to a large client base. In 2010 I signed up for the Exclusive Coaching Program. It was the best move I ever made. I immediately realized that they had all the systems in place for me to rapidly build my business in an ethical and efficient way. I implemented everything I learned and built a client first multi-million-dollar revenue business that has grown over 10x during the last 12 years. The practical guidance, efficient system updates and ongoing tax law strategic updates have always delivered exceptional value for my practice.  Continuing with this program every year is an easy decision. This program is awesome!”
Academy of Preferred Financial Advisors
5
2022-06-03T14:50:39-07:00
“I would recommend the Exclusive Coaching Program to anyone who has a burning desire to build a big business while delivering unparalleled service to a large client base. In 2010 I signed up for the Exclusive Coaching Program. It was the best move I ever made. I immediately realized that they had all the systems in place for me to rapidly build my business in an ethical and efficient way. I implemented everything I learned and built a client first multi-million-dollar revenue business that has grown over 10x during the last 12 years. The practical guidance, efficient system updates and ongoing tax law strategic updates have always delivered exceptional value for my practice.  Continuing with this program every year is an easy decision. This program is awesome!”
Charles R. Green
“This program has elevated my skillset and outlined how to effectively service and attract a large group of qualified clients. Like me, the Academy believes in always putting clients first and delivering a superior client experience. Over the 18 years I have been part of the Exclusive Coaching Program, my business has grown from mid-$300,000 of revenue to over $3,000,000 in revenue. I would recommend this program to anyone who has or would like to have a high-level practice.”
Academy of Preferred Financial Advisors
5
2022-06-03T14:51:28-07:00
“This program has elevated my skillset and outlined how to effectively service and attract a large group of qualified clients. Like me, the Academy believes in always putting clients first and delivering a superior client experience. Over the 18 years I have been part of the Exclusive Coaching Program, my business has grown from mid-$300,000 of revenue to over $3,000,000 in revenue. I would recommend this program to anyone who has or would like to have a high-level practice.”
5
3
Academy of Preferred Financial Advisors