Exclusive Coaching Program Client Portal
A comprehensive library of marketing resources and advisor reference materials for current Exclusive Coaching Program members
Client Communications
Client Educational Workshops
- Loom Tutorial for APFA Members
- Economic and Market Update Released 4/20/2021
- Proactive Tax Planning Virtual Workshop Series Released 3/1/2021
- 2021 Investor Outlook Released 1/14/2021
Standard Operating Procedures
Advisor Resources
- Sample Recommended Funds List Released 4/9/2021
- Quarter 2 Sample Recommended ETF Portfolios Released 4/7/2021
- Prospect Awareness Program Tools
- Financial Planning Questionnaire
- Gold Medal Services and Marketing Calendar Workbooks
- Letter to Clients Regarding Notice 2020–51
- Qualified Charitable Distribution – for Clients Updated for 2021
- Qualified Charitable Distribution – for Tax Preparer Updated for 2021
- Comprehensive Financial Action Checklist – Updated for 2021
- Year-End Tax Checklist
- PRO Team Scriptbook Download
- Growth Initiative Worksheet
- Operating Plan Guide and Workbook
- How to Conduct a Successful Quarterly or Semi-annual Financial Review Meeting for Existing Clients
- CPA Tax Season Gift Basket Ideas
Core Training
- Gold Medal Services Webinar
- 12-Month Marketing Calendar Webinar
- Practice Spotlight: Charles Green
- Four Core Systems That Top Producers Use To Maximize Success
- How to Conduct an Initial Client Interview to Capture All of the Prospect’s Assets / Ken Unger
– Initial Client Interview Information Package - How to Conduct a Successful Closing Meeting / Ken Unger
- How to Read a Tax Return to Optimize Financial Planning Ideas and Solutions
– Booklet Download
– PDF Slides
Tax Resources
2021
- 75 Best Income Tax Strategies in 2021 for Financial Professionals to Generate Tax Alpha
- Applying the 3.8% NIIT
- Bracket Management Chart
- Capital Gains Harvesting Chart
- GST Chart
- IRA Trust Client Summary
- Roth IRA Distribution Flowchart
- Roth Quadrants
- Tax Asset Classes
- The Net Investment Income Chart
- The Roth Conversion Decision
- Top 10 Tax Planning Ideas for 2021
- Traditional IRA Distibution Flowchart – Post SECURE
- Traditional IRA Distibution Flowchart – Pre SECURE
2020 Archives
- 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
2021
2020 Archives
- Year-end Tax Planning for 2020 Including Planning for a Biden Administration
- March 30, 2020 -A Review of the Coronavirus Aid Package (CARES Act) with Robert Keebler
- Powerpoint Presentation from CARES Act Webinar
- SECURE Act Update
- The Mathematics of the SECURE Act / Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
– Slide Handout/Download - Proactive Tax Planning with the SECURE Act / Ken Unger
APFA Community Updates
Exclusive Coaching Program
Session 1
- Welcome to 2021! How to Set Your Practice Up for Maximum Success This Year
- A Financial Planner’s Guide to Providing Tax Planning in 2021
- Your Annual Operating Plan
- How to Develop a Comprehensive and Effective Financial Action Checklist
- How to Develop and Conduct a Successful Financial Review Meeting with Existing Clients
- Growth Initiative Essentials: Strengthening Your Growth Initiative and Referral Pipeline
- PRO Team Series – Setting Your Team Up for Success in 2021 – Starting the Year off RIGHT!
- Panel of Success