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Seven Reasons Why Advisors Do Not Reach Their Full Potential

Are you ready to 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.

FOR ADVISORS

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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.

Julia C.
"I saw real results in my first year! It’s hard to express exactly what the program encompasses! This is the best investment ever!"
Academy of Preferred Financial Advisors
5
2016-07-14T10:52:25-07:00
"I saw real results in my first year! It’s hard to express exactly what the program encompasses! This is the best investment ever!"
George V.
"I would recommend this program to anyone who has a burning desire to build a big business while delivering unparalleled service to a large client base. Signing up for the Exclusive Coaching Program was the best move I ever made. In less than four years I grew from $1 million of revenue to $3 million. The practical guidance and systems put in place have made all the difference."
Academy of Preferred Financial Advisors
5
2014-04-11T01:26:41-07:00
"I would recommend this program to anyone who has a burning desire to build a big business while delivering unparalleled service to a large client base. Signing up for the Exclusive Coaching Program was the best move I ever made. In less than four years I grew from $1 million of revenue to $3 million. The practical guidance and systems put in place have made all the difference."
Profile In success
Rob C.
“Every serious producer should join this Exclusive Coaching Program! Since joining the Exclusive Coaching Program, I have raised over $500,000,000 and built a highly efficient and productive multi-million dollar practice. They offer not only invaluable amounts of information and ideas, compliance-approved materials, resources, direction and vision, but also teach and help you implement all of it! I don’t even think twice when signing up annually for this Exclusive Coaching Program! This program helps keep me focused, disciplined and continuously striving for providing the best package of services and expertise that I can as a financial advisor."
Academy of Preferred Financial Advisors
5
2014-06-19T21:56:50-07:00
Profile In success
“Every serious producer should join this Exclusive Coaching Program! Since joining the Exclusive Coaching Program, I have raised over $500,000,000 and built a highly efficient and productive multi-million dollar practice. They offer not only invaluable amounts of information and ideas, compliance-approved materials, resources, direction and vision, but also teach and help you implement all of it! I don’t even think twice when signing up annually for this Exclusive Coaching Program! This program helps keep me focused, disciplined and continuously striving for providing the best package of services and expertise that I can as a financial advisor."
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Academy of Preferred Financial Advisors

FOR INVESTORS

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Are you an investor looking for a highly-qualified and trained wealth manager in your area? The Academy partners with advisors who are dedicated to offering the highest levels of service in your area.

ABOUT APFA

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Our mission at The Academy of Preferred Financial Advisors is to help our members achieve the vision they have for their practice through educating them on how to increase their overall production while managing their practice in an efficient and time effective manner.

Members of the Academy are part of an exclusive group of dedicated individuals and practices that offer the highest level of financial advice and service for their clients.

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