Becoming An Elite Financial Advisor Podcast
Inspiring, equipping, and challenging the financial services industry every week. Becoming An Elite Financial Advisor Podcast reaches hundreds of advisors weekly and has been downloaded over 70,000 times.
We guarantee that you will increase your planning revenue after coming to this event. When you implement our system, you will attract and convert more prospects. In addition, you will have the framework in place to build and deliver a great financial plan.
Avg. planning fee for those that have never charged a planning fee before
Avg. closing % for those who pitched a financial plan
Graduates who would recommend the program to others
For any advisor wanting to get paid for their time
This two-day live event is for advisors who want to learn our system to get paid for their time and advice.
Sten and his team will equip you with their strategies to find clients, run effective strategy meetings that show the value of your advice to prospective clients, price your plans appropriately, deliver on the planning ideas, and make renewal conversations easy.
Testimonials from Our Attendees
The HTC online program was great, and the in-person instruction pushed me over the edge to finally start charging for my time.
I didn’t know anyone coming into the event, but the collaborative nature of the event allowed me to meet dozens of like-minded advisors.
I was worried about being away from my office for two days, but what I learned was worth 10X what I paid.
We paid to bring six members of our team, and the event paid for itself in less than one month.
I learned everything I needed to know to start charging for my time and ideas in less than two days.
The meeting space was beautiful, and Sten’s staff is awesome. The catered local food and a few other unexpected personal touches made the event even more enjoyable.
Prospect like an Elite Advisor
Referrals aren’t enough to keep your business going. You need to find and get meetings with ideal prospects.
At HTC LIVE you’ll learn how our Targeting Strategies method of prospecting that will put you in front of prospects that you know you can help, and that will want to meet with you. No more chasing uninterested strangers.
Know Your Value
What do You do?
Lead with Ideas
Whiteboarding Concepts & Strategies
Lunch & Pictures
Quantify Value & Create Urgency
Service Elements & Pricing Plans
Case Study Collaboration
End of Day 1
Team Q&A + Goals
You’ll have plenty of time to ask Sten and his team questions so you go home ready to implement everything you learned at HTCL.
Dates & Times
January 15, 8:30am-5pm CT
January 16, 8:30am-1:00pm CT
6700 Tower Circle, #310
Nashville, TN 37067
30 mins from event