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Learn how to get investments through Self Directed IRAs
Join the Preferred Partner SDIRA Coaching Program!
The Step-by-Step Path to Becoming a Recognized SDIRA Expert
Step into a World Where You Are the Trusted Authority on SDIRAs, Equipping Clients with Unparalleled Investment Opportunities
AS SEEN ON:
Unlock Elite Wealth Management
Master SDIRAs to Transform Your Client Offerings and Results
Imagine a reality where your wealth management practice not only meets but exceeds client expectations, offering them a suite of investment opportunities that are both lucrative and tax-efficient. By mastering SDIRAs, you open the door to investments in real estate, private equity, and more, setting your services apart in a crowded market.
This coaching program provides you with the knowledge and tools to elevate your practice, enhance your reputation, and significantly increase your clients’ investment returns.
Achieve Remarkable Growth
Over the past decade, I’ve guided numerous wealth managers through the complexities of SDIRAs, helping them achieve remarkable growth in their practices.
Clients who have taken this course report an average increase of 30% in client retention and a 40% growth in new client acquisition, thanks to their enhanced service offerings and expert status.
This course isn’t just about learning; it’s about applying proven strategies that deliver real results.
“Premium”
Alexandria was very friendly & helpful. I can always depend on Preferred Trust to handle everything professionally. I will continue working with them as they have built up my trust. I think I’ve been with them 10 years already. This is a great company.
Cindy Lou
“Excellent”
I had no problems with Preferred Trust contacts and interactions. My contact person was very polite and helpful with me and clear with their information. I would not hesitate to call on them anytime. Good people providing good assistance.
Danny Spangler
“Superb”
Preferred Trust is a phenomenal company to work with! We have been together for almost five years and their people and service are prompt, professional and trustworthy. I do not know of a better company and have no plans of leaving Preferred Trust!
Mark Lee
“Groundbreaking”
I have been extremely satisfied with PTC since I had the privilege of doing business with them since 2014.
PTC has always meant or exceeded my expectations.
I have to give credit to all the employees of PTC
Because I have had an opportunity to work with more than just one of their employees I can’t just single out any one.
Gary H.
“Awesome”
I had a great experience at Preferred Trust on Wednesday afternoon. I called client services because I was trying to get the amount of funds in my account. I received a call back from Alysia with in 5 minutes and answered my question.
Carole Nussbaum
“Priceless”
Preferred Trust (PTC) is a self-directed IRA custodian known for having great customer service. Here is just one small example: they offer customers something many other financial institutions don’t, namely, Medallion Signatures. I strongly recommend PTC to anyone who already has an SDIRA or wants to open a new one.
Mark Bowron
Transform Your Practice
Act now to take advantage of this exclusive opportunity! Enrollment for the Preferred Partner Coaching Program is strictly limited to ensure personalized support and interaction.
We only open the doors a few times a year, and spots fill up quickly.
Don’t miss your chance to transform your practice and elevate your status in the wealth management industry. Register today to secure your place in the next cohort. This limited availability ensures that each participant receives the attention and resources they deserve, maximizing the value and impact of their investment.
Increase Your Client Base
Remember the story of how I started? And how my clients felt overwhelmed by the complexities of SDIRAs?
Everything you’ll learn in the Preferred Partner Coaching Program not only helped them overcome their fears but also transformed their practice. By applying the strategies learned, we increased their client base by 40% and improved client investment returns significantly.
This success story is a testament to the transformative power of the Preferred Partner Coaching Program. Just like how I started, you too can achieve remarkable growth and confidence in handling sophisticated investment strategies.
Amplify Diversification
Learn advanced techniques to diversify your portfolio and reduce exposure.
Resource Toolbox
Access tools and resources that simplify complex investment decisions.
Strategic Principles
Implement strategies that ensure consistent returns even in volatile markets.
How to Manage Risk
Develop a robust risk management framework that protects your investments.
Focus on Growth
Gain insights into market trends and how to leverage them for growth.
Opportunity Maker
Transform potential challenges into strategic opportunities.
“The information I gained was priceless!”
I’m thrilled to offer you the Preferred Partner Coaching Program…
Your comprehensive guide to mastering Self-Directed IRAs.
For a limited time, we’re offering this course to all current and new company partners just for booking your free consultation call!
This “investment” includes full access to all course materials, live coaching calls, a dedicated support team, and a wealth of resources to ensure your success.
By joining today, you are taking the first step towards becoming a leader in SDIRA management, ready to offer exceptional value to your high-net-worth clients.
With Your enrollment to The Preferred Partner Program
You’ll experience a profound transformation in how you manage wealth. Features of this course include:
Enhanced Credibility and Trust
Detailed modules on every aspect of SDIRAs, from basics to advanced investment strategies.
Retain High-Net-Worth Individuals
Live monthly coaching calls to guide you through complex scenarios.
Confidence in Managing Portfolios
Exclusive access to our SDIRA toolkit, filled with resources and templates.
When you enroll in the Preferred Partner Coaching Program here’s what you’ll get:
You’ll experience a profound transformation in how you manage wealth. Features of this course include:
Your One Time Bonuses
To make your journey into mastering SDIRAs even more rewarding, I’ve included several exclusive bonuses when you enroll today. These bonuses are designed to enhance your learning experience and provide additional value to ensure your success.
#1
The SDIRA Quick-Start Toolkit
First, you’ll receive the ‘SDIRA Quick-Start Toolkit,’ which includes checklists and templates to get you up and running immediately.
#2
Investing in Alternatives Webinar Series
Next, gain access to an exclusive webinar series, ‘Investing in Alternatives,’ which dives deeper into specific investment opportunities.
#3
One Year Access to the Exclusive FB Group
Lastly, a one-year free subscription to our Facebook Group, which provides ongoing tips, market updates, and strategies.
The investment for the Preferred Partner Coaching Program could be at least $1,997. While this may seem significant, consider the potential return on your investment: enhanced client trust, the ability to manage more complex portfolios, and the skills to attract high-net-worth individuals. This course offers not just theoretical knowledge but practical tools and direct expert guidance. When you compare the cost to the potential increase in earnings and client satisfaction, the value is undeniable. This is an investment in your professional growth and the future success of your practice.
But… here’s the thing, because we just released this we are only going to be asking for your participation. The skin in the game is you getting the opportunity to use Preferred Trust as your IRA Custodian, and as long as you follow the system and bring in clients every 90 days, you’ll have access to this Coaching Program absolutely free! But hurry because we’ll never know if we’ll be promoting this offer ever again. We might, but only time will tell.
I understand the challenges you face every day as a wealth manager. You’re looking to offer more than just standard investment advice; you want to provide solutions that truly stand out. That’s why I’ve tailored this course specifically for ambitious professionals like you who aim to be leaders in their field. I know you’re striving for excellence, and with Preferred Partner Coaching Program, you can achieve it. This course addresses your specific needs, from understanding complex regulations to implementing cutting-edge investment strategies.
Your success and satisfaction are my top priorities, which is why I offer a 30-day money-back guarantee. If you feel that the Preferred Partner Coaching Program hasn’t met your expectations or isn’t the right fit, simply request a refund within 30 days of purchase. I want you to feel confident in your decision to join, knowing that your investment is completely risk-free. This guarantee is my promise to you that the value you’ll receive from this course is nothing less than exceptional.
Are you ready to take your wealth management practice to the next level? Here’s what you need to do now: Click the ‘BOOK A CALL’ button below to secure your spot in the Preferred Partner Coaching Program. Fill out your information on the next page, and you’ll gain immediate access to the course materials, bonuses, and our exclusive community. Start today—because the sooner you begin, the sooner you’ll see the transformation in your practice and client relationships. Don’t wait; enroll now and start your journey to becoming an SDIRA expert.
What Others Say About Us
Don’t let another day go by without taking your wealth management practice to the next level. Enroll in the Preferred Partner Coaching Program today and gain immediate access to all the tools, strategies, and expert guidance you need to excel. Click the ‘BOOK A CALL’ button to complete your registration, and you’re on your way to becoming an SDIRA expert. Take action now and start transforming your approach to wealth management.
Remember, enrollment for this comprehensive course is limited to ensure personalized attention and a quality learning experience. We can only accept a select number of new students this season. Don’t miss your chance to be part of this exclusive group. Spots are filling up fast, and once they’re gone, registration will close. Act quickly to secure your place in the SDIRA Success Blueprint and start making a difference in your clients’ financial futures today.
If you’re ready to elevate your practice, click the ‘Enroll Now’ button below. Fill out your registration details on the next page, and you can start accessing the course materials immediately. Don’t put off your growth and success any longer. Enroll today to take advantage of this unique opportunity to expand your expertise and provide greater value to your clients.
As a thank you for taking action today, I’m offering an additional surprise bonus: an exclusive one-on-one strategy session with me. In this session, we’ll review your current practice and I will provide personalized advice to help you integrate SDIRAs effectively. This bonus is only available if you enroll right now, adding even more value to your educational investment.
One more thing…
This is your final chance to claim your spot in the Preferred Partner Coaching Program and secure your one-on-one strategy session bonus. Enrollment is closing soon, and with limited spots available, now is the time to act. Transform your wealth management practice, exceed your clients’ expectations, and establish yourself as a leading authority in SDIRAs.
Click ‘Apply Now’ to start your journey to success. Don’t miss out—once the doors close, they won’t open again for months.
Preferred Trust Company, (“Preferred Trust”) | 6700 Via Austi Parkway | Suite 301 | Las Vegas, NV 89119 | 702.990.7892 | www.preferredtrustcompany.com| Financial Institutions Division of Nevada License No. TR10025. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. We use information to protect and administer records, accounts, and funds; to comply with certain laws and regulations; to help us design or improve our services; and to understand the financial needs of our customers. Preferred Trust is an accredited member of the Better Business Bureau.
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