info@theapfa.com
(866) 866-0472
CLIENT PORTAL
LOG OUT

THE EXCLUSIVE COACHING PROGRAM

null
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.

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

  • Comprehensive live sessions/meetings 
  • Frequent, timely, and informative webinars throughout the year
  • 12 months of membership to www.preferredadvisoracademy.com
  • A customized 12-month marketing calendar of meaningful activity
  • CFP CE units available
  • Monthly accountability from the Academy
  • Customized assistance for every aspect of your practice
    A full array of communications available for your use, including:
  • Quarterly Economic Updates
  • First Quarter Tax Report
  • Fourth Quarter Tax Report
  • Monthly informational articles
  • Educational workshops in crucial areas

ARE YOU WITH THE ADVISOR GROUP?

null

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.

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!

null

Does your current coaching program:

APFA

Your Current Program

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

APFA

Your Current Program

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

APFA

Your Current Program

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

APFA

Your Current Program

  • Provide special training systems for your staff?

APFA

Your Current Program

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

APFA

Your Current Program

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

APFA

Your Current Program

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

APFA

Your Current Program

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

APFA

Your Current Program

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

APFA

Your Current Program

  • Help show you not just what to do, but how to do it?
TAKE THE FIRST STEP →
Menu