ACADEMY FOR FINANCIAL ADVISORS

Academy for Financial Advisors

A cutting edge 6-week coaching program focused on target marketing, prospecting, and client engagement, that will help you master client acquisition and gain greater efficiency, all while increasing revenue, having more fun, and making a lasting impact with your clients (and your bottom line!).

THE ACADEMY INCLUDES:

  • 6 Self-paced Modules

  • 6 Weekly Live Group Coaching Calls

  • Year Long Access to the Academy Learning Portal

  • A robust client acquisition strategy

  • A customized client retention strategy

PLUS….TONS OF BONUSES, JUST FOR YOU:

  • Exclusive Interviews with Industry Experts

  • Leveraging LinkedIn Masterclass

  • Leveraging AI Course

  • Client Gifting Mini-Course

  • Client Events Mini-Course

Investment: $1997

(or 3 monthly payments of $777)

Landing your first new client using the creative strategies you learn in the Academy more than covers your investment.
(Although we're certain you'll gain many more!)