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Academy 2

Academy 2 delivers intense, skills-based training designed to help you “Master the Referral Process.” Traditional marketing techniques are expensive and inefficient.  More importantly, they demand your time … time which could be better spent serving your Clients’ best interests.  It is extremely important to structure your practice in a way that allows you to concentrate your efforts on maximizing the quality of the services you deliver. Allowing your Clients to become involved in the development of your practice, because it is in their best interests, is the most efficient and effective way to accomplish that.

The principles of Values-Based Financial Planning™ dictate that a Financial Professional work toward creating a “Community” comprised of a finite number of Ideal Clients. The sooner that goal is accomplished, the sooner you will have achieved the nirvana of “Complete Client Focus.” Academy 2 delivers an environment that allows you to continually refresh and refine the skills you need to develop and maintain a proficiency in this critical element of our philosophy.

Schedule

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Testimonials

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This Program is offered by invitation only and is non-cancelable. Completion of an Academy 1 is required as a prerequisite to participation. Please contact your Accountability Coach (800-347-3707) to receive additional information, as well as to determine whether this is an appropriate investment for you for which you may receive an invitation.


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