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 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:

Attendance to three, two-day comprehensive 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
30+ hours of CFP CE units
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 including estate planning, taxes, Roth IRAs, Inherited IRAs, Social Security and Identity Theft

ARE YOU WITH THE ADVISOR GROUP?

Over the past 16 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.