Training Programs

Are you ready to take your practice to the next level?

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Do you want to stand out in the industry and your community as one of the best and most sought-after financial advisors? Are you seeking a training program that teaches you not just what to do, but how to do it?

Our programs are designed for financial advisors who are looking for a way to break through to the highest levels of production and efficiency and set the bar for excellence in the financial services industry.

Learn more about The Exclusive Coaching Program

The Academy of Preferred Financial Advisors hosts The Exclusive Coaching Program. The goal of this program is to 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. Read More about The Exclusive Coaching Program.

Are You Ready to be a Part of the Industry’s Elite?

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I WOULD LIKE TO:

YES!

NO

  • Increase my production.

YES!

NO

  • Improve my client services skill set.

YES!

NO

  • Improve client retention.

YES!

NO

  • Broaden my overall financial planning services knowledge and expertise.

YES!

NO

  • Increase prospect attraction and referrals.

YES!

NO

  • Find the strengths in my practice so I can leverage these to my advantage.

YES!

NO

  • Find the weaknesses in my practice so I can improve them.

YES!

NO

  • Network with some of the industry’s top advisors.

YES!

NO

  • Increase my efficiency so I can have more personal time to enjoy life.

YES!

NO

DO I HAVE WHAT IT TAKES TO BE A TOP LEVEL FINANCIAL ADVISOR?

YES!

NO

  • I’m willing to go outside my comfort zone and challenge myself in order to grow.

YES!

NO

  • I’m eager to learn and implement proven techniques right away.

YES!

NO

  • I’m ready to commit to the betterment of myself and my practice.

YES!

NO

  • I’m dedicated to a “clients come first” culture in my office.

YES!

NO

  • I know that superior client service is a primary key to the success of my practice.

YES!

NO

  • I understand that the success of a company takes the entire team, not just one individual.

YES!

NO

  • I’m excited to broaden the horizons of my practice’s service offerings.

YES!

NO

  • I know that achieving my dreams will require diligence and focus.

YES!

NO

  • I’m willing to invest into my future self and practice.

YES!

NO

If you answered YES to these points, you’re ready to start the next phase
of your journey toward growth, success and professional fulfillment!

If you answered NO, we can give you guidance on questions you may have,
providing you more insight on how to achieve your professional goals.

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