APFA’s Exclusive Coaching Program

Experienced financial advisor Cubby Bice serves as president of Bice Wealth Management, a boutique financial consulting firm in Mooresville, North Carolina. He focuses on investments, financial planning, retirement income strategies, risk management, asset management, trusts and estate management, and 401k rollovers. Cubby Bice maintains membership with the Academy of Preferred Financial Advisors (APFA).

APFA is a membership organization of financial advisors dedicated to providing its members with comprehensive practice management solutions. APFA aims to educate its members on increasing productivity efficiently and effectively. After joining APFA, members may take their practice to the next level by joining the Exclusive Coaching Program.

The Exclusive Coaching Program imparts techniques and strategies that have proven to generate results over the years. Its vast array of topics includes building a comprehensive operating plan to set up the financial advisor for a successful practice, developing and implementing an entire calendar year of a marketing plan, a special training system for staff, and tax planning training from a distinguished CPA, among others.