Exclusive Coaching Program for Financial Advisors

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 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?

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.