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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.
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.