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Seven Reasons Why Advisors Do Not Reach Their Full Potential

Eight Common Practices of Top Producers

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The Academy can help take you there. Through our Exclusive Coaching Program, we provide members with real-world, time-tested solutions of active and thriving financial advisory practices.

Our Commitment to you: Not just what to do, but how to do it. The Academy is committed to sharing with all members not just the theory behind these proven systems, but the implementation necessary to boost their growth, increase client retention, and allow them more free time to do the things they enjoy!

From tax planning, financial planning, estate planning, and practice and business management, the Academy offers impactful, comprehensive training, covering a vast array of topics that directly impact your wealth management practice.

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Increasing your production, mastering impeccable client service, freeing up valuable time, making your life and practice more enjoyable…are these goals that resonate with you?

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What Others Say

Testimonials

5
3
Academy of Preferred Financial Advisors
Jon Kreps
“As part of the Academy’s comprehensive training, they have taught me the tax and estate planning strategies helpful in attracting and keeping better clients. This program has all the systems in place for a practice to grow its business while adhering to the philosophy of, ‘Clients always come first!’ Continuing with this program each year is a great investment into my practice. Since joining, I have grown my practice by over 400% to over $2,300,000 of revenue. I would recommend this program to anyone with the desire to take their practice to the next level.”
Academy of Preferred Financial Advisors
5
2022-06-03T14:48:03-07:00
“As part of the Academy’s comprehensive training, they have taught me the tax and estate planning strategies helpful in attracting and keeping better clients. This program has all the systems in place for a practice to grow its business while adhering to the philosophy of, ‘Clients always come first!’ Continuing with this program each year is a great investment into my practice. Since joining, I have grown my practice by over 400% to over $2,300,000 of revenue. I would recommend this program to anyone with the desire to take their practice to the next level.”