Exclusive Coaching Program Client Portal
A comprehensive library of marketing resources and advisor reference materials for current Exclusive Coaching Program members
Client Educational Workshops
Advisor Resources
- Letter to Clients Regarding Notice 2020–51
- Qualified Charitable Distribution – for Clients
- Qualified Charitable Distribution – for Tax Preparer
- Comprehensive Financial Action Checklist – Updated for 2020
- How to Conduct a Successful Quarterly or Semi-annual Financial Review Meeting for Existing Clients
- Growth Initiative Worksheet for 2020
- Gold Medal Services and Marketing Calendar Workbooks
- Sample Recommended Funds List (6.30.2020)
- Quarter 4 Sample Recommended ETF List UPDATED 10.8.2020
- Prospect Awareness Program Tools
- Financial Planning Questionnaire
- Advanced Operating and Vision Plan Guide
- 2020 Operating Plan Workbook
- Year-End Tax Checklist
Tax Resources
- IRS Extends Rollover Deadline for Waived RMDs, by Michelle Ward
- Notice 2020–51, Guidance on Waiver of 2020 Required Minimum Distributions
- SECURE Act Information
- U.S. Chamber of Commerce CARES Act – Small Business Guide & Checklist
- Article – New Regulations for Section 199A Impact Retirement Planning
- Bob Keebler’s Tax Resources
- The Top 40 Tax Planning Opportunities for 2020
- Tax Cuts & Jobs Act: What Advisors Need to Know/Leimberg Information Services
- Tax Cuts & Jobs Act Senate Conference Committee Policy Highlights
Webinars & Podcasts
- What Members Are Doing to Finish 2020 on a High Note
- Year-end Tax Planning for 2020 Including Planning for a Biden Administration
- Mid-year Exclusive Coaching Program Update Webinar
- March 30, 2020 -A Review of the Coronavirus Aid Package (CARES Act) with Robert Keebler
- Powerpoint Presentation from CARES Act Webinar
- March 17, 2020 Member Update
- Client Talking Points Update Webinar
- SECURE Act Update
APFA Community Updates
Please enjoy our library of members-only updates from Ken Unger.
Exclusive Coaching Program
Session 2
Introduction Video to Session 2
How to Conduct an Initial Client Interview to Capture All of the Prospect’s Assets / Ken Unger
– Initial Client Interview Information Package Download
How to Conduct a Successful Closing Meeting / Ken Unger
Successful Time Management for Financial Practices / Ken Unger
Providing a Winning Client Experience / Austin Velarde
Growing Your Business – The Formula of Top Practices / Austin Velarde
A Model PRO Team / Heather Thurgood
Appointment Scheduling Tips and The Client Meeting Process / Heather Thurgood
– PRO Team Scriptbook Download
The Mathematics of the SECURE Act / Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
– Slide Handout/Download
Proactive Tax Planning with the SECURE Act / Ken Unger
– Slide Handout/Download