YOUR SUCCESS IS WHAT MATTERS

At the Elite Advisor Network, our team is committed to helping financial advisors recognize and reach their full potential, faster. We are dedicated to providing innovative solutions, cutting-edge resources, and individual support, all aimed at empowering advisors to reach new heights in their careers.

Our commitment is to:

    inspire growth

    We inspire financial advisors to continuously expand their knowledge, skills, and abilities, fostering a culture of lifelong learning and development.

      Cultivate Expertise

      We provide access to the latest industry insights, tools, and strategies, enabling advisors to become trusted experts in their field.

        Foster Connection

        We create a collaborative community where advisors can connect, share experiences, and learn from one another, building lasting relationships.

          Drive Results

          We equip advisors with the strategies and resources needed to enhance their productivity, increase client satisfaction, and achieve their professional goals faster.

            By fulfilling our mission, we aspire to not only elevate the success of individual financial advisors but also contribute to the financial well-being of the clients they serve. Together, we are disrupting the financial advisory industry by rejecting average and being elite.

            Meet the Team

            Sten Morgan

            Sten Morgan

            CEO

            Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning by age 25 and by age 30, was named a “40 under 40” advisor by Investment News.

            Andy Traub

            Andy Traub

            Events Director / PlanScore Development Director

            As the Events Director Andy specializes in making the complex simple. He is the cohost of the Becoming An Elite Advisor podcast, directs the development of all of EAN’s online and in-person events, and teaches along Sten for our corporate and in-person events. He also is in charge of developing the PlanScore software, which helps advisors sell and manage their financial plans. 

            April Rome

            April Rome

            Chief Results Officer

            As the Chief Results Officer, April understands the importance of inspiring others and achieving success through teamwork. She keeps everyone on task and on schedule to move mountains. We set big goals here.

            Jared Sellers

            Jared Sellers

            Director of Advisor Results

            As the Director of Advisor Results, Jared is responsible for managing and improving member relationships by providing coaching and strategizing with financial advisors to help them achieve their business goals.

            Hannah Murray

            Hannah Murray

            Operations Assistant

             

            As the Operations Assistant, Hannah gets joy out of helping the EAN team with any and all things, staying organized, and acting as support for our awesome members.

            Work with Us

            Check out everything EAN has to offer. If you have any questions, please reach out for a free 15 minute consultation.

             

            Speaking

            Get hands on, real world, solutions and change the future of your organization. Sten gives you tools that you’ll be able to immediately implement through a variety of workshops or keynotes.

            Membership

            Become an Elite Advisor, you know you’re capable of more and you’re willing to put in the work to achieve it. EAN advisors get a custom plan to give them a clear path to reaching their potential faster.

            How to Charge LIVE Corporate Workshops

            We’ll come to your organization and conduct our How to Charge LIVE workshop in house. 

            How to Charge LIVE Nashville

            Offered quarterly, join us for a business changing LIVE event in Nashville.

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