ADVISORS INFORMATION

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The Academy of Preferred Financial Advisors

Partnering with the industry’s best advisors, is the leading and most respected provider of comprehensive practice management solutions for financial advisors.

EXCLUSIVE COACHING

This program is for financial advisors who are looking for a way to break through to the highest levels of production and efficiency.

SUCCESS STORIES

Hear just a few of the success stories from our Exclusive Coaching Program members.

OUR
MISSION

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Our mission at the Academy is to help our members achieve the vision they have for their practice.

DEDICATED TO
YOUR SUCCESS

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We are dedicated to educating advisors on how to increase their overall production and provide the highest level of financial advice and services, while maintaining an optimum benchmark of efficiency for their practice.

PROVEN TRAINING
SYSTEMS

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We invite you to learn more about how The Academy can help you and your practice excel to the next level with our Training Programs.

The Academy of Preferred Financial Advisors (APFA), is the industry’s leading and most respected provider of comprehensive practice management solutions for financial advisors.

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.

Training Program
The Academy offers the Exclusive Coaching Program, a comprehensive training program for mid- to high-level advisors. The Exclusive Coaching Program’s proven systems and customized advice bring empirical results for its members.

Proven Systems
The systems taught by the Academy are based on the real-world, time-proven and tested techniques of an active and thriving financial advisory practices. Over the past 16 years, we have had the good fortune of working with several hundred of the industry’s finest advisors.

Our Commitment
The Academy is committed to sharing with all members not just the theory behind these proven systems, but the implementation necessary to boost their production and allow them more free time to do the things they enjoy!

This program is for financial advisors who are looking for a way to break through to the highest levels of production and efficiency.

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