The Advanced Practice Network

Creating and supporting top practitioners in advanced business, estate, and charitable planning.

What is the APN: The APN (Advanced Practice Network) is membership network of advisors and related financial professionals wishing to become top practitioners in estate, business, and charitable planning. APN Members come together to learn and share proven strategies, practices, and resources for helping high net-worth clients and business owners protect, accumulate, and transfer their wealth using the latest strategies and techniques known to the industry. The APN attracts top practitioners to our Authors of Success™ circle to present the advanced strategies, practices, and resources that have generated their success. Advisors and related financial professionals support one another at APN hosted events, member-exclusive webinars, and training.  The APN provides members with Education opportunities, Ins-Mark Planning Software, Preferred Broker Compensation Models, GrowCharity Charitable Market Education, exclusive Philanthropy International partnership opportunities, Crescendo Charitable Software, charitable law hotline support, and an ever-growing library of APN exclusive content from our Author's of Success and faculty; all at our member's fingertips.

Why the APN? The advanced estate, business, and charitable planning markets are aptly dubbed the "Advanced Markets." The advisors and related financial professionals who have found success in the Advanced Markets have done so by learning to become competent and develop expertise to handle high-consequence planning strategies for their clients. Unlike becoming a family doctor or dentist, there is no text book or uniform curricula for becoming a top practitioner in the Advanced Markets. The traits of success in the Advanced Markets require an entrepreneurial passion for learning uncommon strategies to help uncommonly successful clients. As such, there is unique opportunity to become of significant help to high net-worth clients for those who learn and build practices that can help accumulate, transfer and protect wealth both during a client's life and after. Those who have found success in the advanced markets have done so by their own leadership and design.