Who are YOU turning to for guidance and leadership?

We are currently living in very unusual and unexpected times.  As a financial professional, your clients are looking to you for reassurance and direction.

Covid-19 has created some challenging front-burner issues, including:

  • how to be an effective leader for your team and not just a manager;
  • managing the overall health of your own business, which includes both making sure the financial and operational health of your practice can endure all the unknows this pandemic brings;
  • how to capitalize on opportunities to build and grow;
  • finding best practices for adapting to sudden and major changes in personal lifestyle.

If you feel like you are being pulled in many different directions, scrambling to make everything function at a semi-normal capacity, you’re not alone. Your role as the steward of your client’s life savings is vital…people are looking to you to take the lead, but who are YOU turning to when you need direction and leadership?

Members of the Academy of Preferred Financial Advisors are facing the same challenges, but they are advancing. They benefit from the support and guidance of some of the best and most experienced coaches and trainers in the industry. While we pride ourselves in always providing our members with top tier service, we know that they need us to go the extra mile for them during this time.

Our advisors have supported their clients with Academy-provided connection pieces, including:

  • emails,
  • newsletters,
  • special reports,
  • online workshops, and
  • special scripting and talking points to engage their clients during these stressful times.

During this crisis management, our advisors were prepared. As we talk with our large group of highly skilled financial professional members, we beam with pride because of their wisdom and for the support they have provided their clients during these difficult and unusual times.  Our members are actually onboarding new business and setting their practices up for long-term success.

We don’t know what tomorrow will bring, but we do know that going forward, this crisis will create many long-standing and permanent changes to how we live. While we sincerely hope you have been able to handle this crisis confidently, we know that now, more than ever is a perfect time to hire a coach.

Continued volatility, major tax law changes, the new SECURE Act, and now navigating through the emergency legislation passed by the government, including the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), could be overwhelming, but you don’t have to go it alone. Best practices have already come up with ideas and solutions.  Your ability to provide effective leadership will be a key component to your success.

Join our active community of over 300 highly skilled and successful financial advisory practices and gain the confidence and comfort that you’ll be guided by leading coaches and trainers in a program that has helped thousands of advisors throughout its 20 years in the industry. From tax planning, financial planning, estate planning, and practice and business management, the Academy of Preferred Financial Advisors offers impactful, comprehensive training, covering a vast array of topics that directly impact your wealth management practice. Our industry is in the spotlight now – let us help you shine!


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