- Three comprehensive 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
- 20+ hours of CFP CE units
- Monthly accountability from the Academy
THE EXCLUSIVE COACHING PROGRAM
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:
- 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?
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.20




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