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The Exclusive Coaching Program

If you are ready to take your practice to the next level, there is no better time than now to join the Academy’s Exclusive Coaching Program. This program is for financial advisors who are looking for a way to break through to the highest levels of production and efficiency.

We help advisors reach the next level by increasing their overall production and freeing up valuable time, resulting in making their lives and practices more enjoyable. Our systems and information are proven techniques and strategies that we actively use to generate results.

From marketing strategies to perfecting your initial client interview, the Exclusive Coaching Program is an encompassing, comprehensive program that covers a vast array of topics that directly impact your financial advisory practice.

What You’ll Receive

As Part of the Exclusive Coaching Program

  • 2 in-person 2 1/2 day comprehensive sessions (Spring/Fall)
  • Best Practices Group Webinars to keep you updated and connected
  • A series of Best Practices Team Member “Office Hours” live webinars
  • Access to our members-only expansive library of online training modules
  • A customized 12-month marketing calendar of meaningful activity
  • CFP CE units available
  • Accountability from the Academy
  • A full array of client/prospect communications for your use, including:
    • Quarterly Economic Updates
    • First Quarter Tax Report
    • Fourth Quarter Tax Report
    • Monthly informational articles
    • In Person Educational Workshops in crucial areas
    • Timely and Informative Virtual Updates
  • NEW MEMBERS – Proactive training and connection calls
  • RETURNING MEMBERS – Strategy calls as needed

Are You With Osaic?

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Over the past 25 years, this coaching program has helped create many of the strongest producers by showing them how to simplify and systematize their businesses and their lives. The Osaic Exclusive Coaching Program has also transformed many of its participants into million-dollar producers that primarily generate fee-based income.

Osaic has once again subsidized this program to help provide the opportunity for their advisors to participate in the Exclusive Coaching Program and partner with the Academy.

Please contact us for more information.

Past Experiences

From Our Exclusive Program Participants

Does your current coaching program:

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Your Current Program

  • Help you build a comprehensive operating plan to set your practice up for success?

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Your Current Program

  • Help you develop and implement an entire calendar year of marketing?

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Your Current Program

  • Provide a full array of high-quality content for your 12-month marketing calendar?

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Your Current Program

  • Provide special training systems for your staff?

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Your Current Program

  • Keep you focused on your goals through a monthly accountability system?

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Your Current Program

  • Offer tax planning training from one of the most distinguished CPA’s in the country?

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Your Current Program

  • Provide customized advice and assistance tailored to your specific needs?

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Your Current Program

  • Have a foundation that is based on time tested, proven systems, not just theory?

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Your Current Program

  • Value client care and services as a key priority to the success of your practice?

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Your Current Program

  • Help show you not just what to do, but how to do it?

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Your Current Program

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