Apply to Join the Elite Advisor Network EAN Application You'll need to complete this application in one sitting. We look forward to looking through your application and will respond in 1-2 business days. You will receive a copy of your answers via email after submitting the form. Name* Email* Phone*Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Shoe Size* Shirt Size* XS S M L XL XXL In what ways have you heard about the Elite Advisor Network?*What do you like to do when you're not working?*What do you for self-care?*What weaknesses hold you back from achieving what you want to achieve?*What three books have you read that have influenced you most?*Tell us about your family...*Professional InformationHow long have you been in this business?* Haven't Started 1-5 Years 6-10 Years 11+ Years How much longer do you plan to be in this business?* 1-10 Years 11-20 Years 21+ Years What are your professional designations?* AAMS CEPA CFA CFP ChFC CIMA CLU CPA EA RICP None Other How do you classify yourself? RIA Wirehouse Insurance based broker dealer Independent broker dealer How many clients do you currently server?* 1-50 51-150 151-300 300+ How many clients do you WANT to serve?* 1-50 51-150 151-300 300+ Who is your broker dealer/RIA?* How long have you been with that broker-dealer?* N/A Haven't started yet Less than 3 years 3-5 years 6-10 years 10+ years How many team members do you have?* 0 1-3 4-6 6+ What's your trailing 12-month production? Round to the nearest 10,000.What was your personal revenue in 2022?* Round to the nearest 10,000What percentage of your income are from these four areas? ** Assign a percentage to each of the four areas below to get to 100% of your income. Example:AUM - 70%, Insurance - 15% Annuities - 10%, Fee-based planning - 5%What's your total AUM?* Round to the nearest 100kFinancial Planning & ConsultingOn a scale of 1-10, how much does your current broker-dealer support financial planning?*Please enter a number from 1 to 10.1 being "doesn't allow it" and 10 being "supports and encourages."How many financial plans have you completed in the last 12 months? What was the average fee you charged for those plans? General Business InformationWhat are your professional goals for the next three years?* What are your top FIVE greatest needs right now? Growing my team Strategic planning Improving systems Prospecting COIs Work/Life balance Leadership development Professional education Developing your mindset Accountability Better fit with broker-dealer Where do you get your leads?* Do you have a full centers of influence roster? If so, please describe them and list ones you still need.* Attorney, CPA, PEO (payroll, benefits), P&C, Insurance broker, real estate professional, banker...How do you believe EAN will help your business?* What do you bring to the community that will make it better?* Which payment option would you like if your application is approved? (Good for the first year)* $1,500/quarter $5,500/yr A copy of your responses will be emailed to the address you provided.NameThis field is for validation purposes and should be left unchanged. Annual Subscription Quarterly Subscription 2nd Advisor
