Stephanie Allard's Contact Details

Stephanie Allard's Company Details

The Academy of Preferred Financial Advisors

Roseville, Prince Edward Island, Canada • 11 - 50 Employees
Financial Services

The Academy of Preferred Financial Advisors (APFA), partnering with the industry's best advisors, is the industry's leading and most respected provider of comprehensive practice management solutions for financial advisors.Our mission at The Academy of Preferred Financial Advisors is to help our members achieve the vision they have for their practice through educating them on how to increase their overall production while managing their practice in an efficient and time effective manner.Dedicated to Your Success:The Academy is dedicated to educating advisors on how to increase their overall production and provide the highest level of financial advice and services, while maintaining an optimum benchmark of efficiency for their practice. We are committed to sharing with all members not just the theory behind these proven systems, but the implementation necessary to boost their production and allow them more free time to do the things they enjoy!Proven Training Systems:The systems taught by the Academy are based on the real-world, time-proven and tested techniques of active and thriving financial advisory practices. Over the past 15 years, we have had the good fortune of working with several hundred of the industry's finest advisors and producers.The Academy offers the Exclusive Coaching Program, a comprehensive training program for mid- to high-level advisors. The Exclusive Coaching Program's proven systems and customized advice bring empirical results for its members.The Academy also hosts the 2-day Financial Advisor Boot Camp, the industry's highest level 2-day session for financial advisors seeking to grow their practice.