THE EXCLUSIVE COACHING PROGRAM

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If you are ready to take your practice to the next level, there is no better time than now to join the Exclusive Coaching Program. This program is for financial professionals 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.

We share with you not just what to do, but how to do it.

The Academy is committed to sharing proven, real-world, time-tested systems of active and thriving practices.  We focus on helping you implement the vital systems that will boost your growth, increase your client retention, and allow you more free time to do the things you enjoy!

As a part of the Exclusive Coaching Program you will receive:

Top Class Coaching and Training

  • Comprehensive, in-depth live sessions/meetings 
  • Frequent, timely, and informative webinars throughout the year
  • 12 months of membership to www.preferredadvisoracademy.com that includes foundational training modules and advisor resources
  • A customized 12-month marketing calendar of meaningful activity
  • CFP CE units available
  • Compliance-approved, written communications and workshops (in-person and virtual) to help you solidify client relationships and generate qualified prospects
  • 15+ Hours of CFP CE Units
  • Networking with some of the best practices in the industry
  • Accountability calls from the Academy
  • …and so much more!

Customized assistance for every aspect of your practice, including a full array of communications for your use:

  • Quarterly Economic Updates
  • First Quarter Tax Report
  • Year-end Quarter Tax Report
  • Monthly informational articles
  • In-person and virtual educational workshops in crucial areas
  • Time-sensitive communications consistent with the economic environment

Featuring three tracks at all sessions to provide comprehensive training for your entire practice:

  • Extensive training for financial professionals
  • PRO Team track for support team members
  • Exclusive CEO track to help you run an industry-leading pracrtice

ARE YOU WITH THE ADVISOR GROUP?

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Over the past 20 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 Advisor Network Exclusive Coaching Program has also transformed many of its participants into million-dollar producers that primarily generate fee-based income.

Success is contagious!
Surround yourself with other elite advisors and take your practice to the next level.

The Advisor Group 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.

Let our Exclusive Program participants share their experience with you!

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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?