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.

 

Choose Your Membership

EAN Superpowers

The path to reaching your potential as an advisor is to focus on these three aspects of your development. At Elite Advisor Network, we focus on equipping advisors to use Value First Prospecting to gain clients, create systems to charge for their advice and grow an incredible business.

Value First Prospecting

 

  • Target clients that you know need your services
  • Stand out from the competition by offering unique financial solutions
  • Always have a compelling opening when approaching a prospect
  • Close business faster and become easily referable to attract more clients

Financial Planning

 

  • Quantify the value of your ideas
  • Get paid for creating financial plans
  • Create value throughout the planning engagement
  • Scale the business by involving your team in the planning process

Business Growth

 

  • Aim to forge a thriving business and lead with generosity
  • Create a self-sustaining business model that includes team development and delegation
  • Focus on strategic planning, scalability, and building a legacy

The Five Stages of an Elite Advisor

Stage 1 - Launch
  • Define and target ideal clients by implementing value-first prospecting
  • Connect with Idea Partners and discover new financial planning strategies
  • Focus on revenue-generating activities and get results faster
Stage 2 - Stabilize
  • Delegate effectively and build a self-sustaining business
  • Establish a robust strategy and concept database
  • Start charging for your time and ideas
  • Consistently track activities and growth
Stage 3 - Elevate
  • Elevate your business by involving your team in financial planning
  • Utilize targeting strategies to prospect effectively
  • Differentiate yourself from the market by being known for creative ideas
Stage 4 - Mature
  • Build a self-sustaining business and delegate effectively
  • Freedom to live in your Superpower
  • Deliver massive value with extreme efficiency to clients
  • Stay uncomfortable, continue to develop and grow
Stage 5 - Thrive
  • You are a successful business owner dedicated to driving innovation
  • Leverage your experience by mentoring others and leading with generosity
  • Focus on impact, not income; be a visionary
  • Own future opportunities, choose the right relationships

If you have questions you can click below to set an appointment with our head community coach.

What’s Included in Your Membership

Pocket Coaching

You get coaching tips sent to you from Sten via text message. You can then reply for more help.

Content Library

Gain immediate and total access to our entire teaching library from two years of Elite Advisor Network teaching.

Discount on Events

Save money on registrations for our popular in-person trainings held at our office just outside of Nashville, TN.

How To Charge Digital

Learn how to charge for your time and ideas by working through our popular self-paced program (Earn 7.5 CE credits and a completion certificate).

Custom Business Assessment

Based on a comprehensive intake form, receive a custom business assessment to guide you on what you need to do next to grow.

Annual Business Review

Sit down with one of our coaches annually to see what you have accomplished and chart a clear course for the next year of business.

Live Community Education Calls*

Learn directly from our staff LIVE once a month on ways to grow your business.

Live Peer Collaboration Sessions*

Meet with fellow advisors to solve your issues through a moderated collaborative environment.

Live Coaching Office Hours*

Meet with our coaching staff to get your specific questions answered, LIVE.

Live 1:1 Coaching*

Meet with our coaching team monthly to set specific goals and receive accountability that drives results.

*Included in EAN+ Membership only.

Choose Your Membership

EAN

$300 / month

Free month when you pay $3,300 (Annually)

Features

 

  • Strategy Call with an Elite Advisor Coach
  • Business Assessment
  • Annual Business Review
  • How To Charge Online Course ($1500 value)
  • Whiteboarding Video Library
  • Recorded Calls with Sten
  • Weekly Pocket Coaching
  • EAN Content Library
  • 10% Discount on Events
  • Access to Elite Advisors from Around the Country for Best Practice Sharing

EAN+

$2,400 Quarterly

Free month when you pay $8,800 (Annually)

Features

 

  • Business Assessment & Strategy Call
  • Annual Business Review
  • How To Charge Online Course ($1500 value)
  • Whiteboarding Video Library
  • Recorded Calls with Sten
  • Weekly Pocket Coaching
  • EAN Content Library
  • 30% Discount on Events
  • Access to Elite Advisors from Around the Country for Best Practice Sharing
  • Live 1:1 Coaching (monthly)
  • 3 Community Collaboration Calls (Monthly)
    • Live Teaching with Sten
    • Live Peer Collaboration
    • Live Office Hours 

Questions

Schedule 20 minutes with our team.