ElitePlus

Unlock your full potential.

Your monthly membership to the ElitePlus community: full training on prospecting, communication, and financial planning, a community applying the Elite Model together, and live coaching to keep you moving.

One Model. Three Focus Areas.

We don’t run your practice.
We help you operate at an Elite level by focusing on three key areas.

1. Prospecting

Attract the right clients on purpose. Lead with ideas people want, target deliberately, and build a process that keeps you in front of the right people.

2. Communication

Help people see what you see. Whiteboarding, quantifying value, and running conversations that end in a decision instead of a follow-up.

3. Building Financial Plans

Deliver work worth paying for. A repeatable process and plans clients understand well enough to act on.

The Model

The full system, taught step by step across all three focus areas, in the order that gets you there.

Community & Accountability

A room full of advisors pushing to grow, challenging your thinking, and holding you to the standards you set for yourself.

Live Training

Ongoing sessions where the model gets sharpened in real time with the people who built it.

Tools & Resources

The scripts, frameworks, and whiteboard walkthroughs you put to work the same week.

INCLUDED WITH ELITEPLUS

Building Financial Plans is the third focus area of the Elite Model, and PlanScore gives you a repeatable way to put it into practice. With clear scorecards, structured categories, and client-ready language, PlanScore helps you turn complex financial planning into something clients can understand and act on.

“I built PlanScore for my own practice because I needed a better, more structured way to deliver financial planning. It became a core part of how we work at Legacy, and now every ElitePlus advisor gets access to that same approach so they can get off the average path and create more value for their clients.”

Sten Morgan, Founder of PlanScore

$199/month Included with ElitePlus

Choose how you join.

Individuals

$550/Month

Per advisor

For the advisor ready to
level up on their own.

Team

$385/Month

Per advisor

2 – 5 advisors. Bring your team and level up together.

Enterprise

Let's Talk

A custom rollout to
move your whole firm from Average to Elite.

NEXT GROUP CLOSES SEPT 1 APPLY NOW.

These advisors are becoming Elite.

Neither of the two clients I closed batted an eye at the fee I suggested…

I went from not charging at all, came to an event and 8 weeks later I closed a plan for $3500.

PlanScore helps you turn complex ideas into a financial plan clients can understand and act on.

Thanks to what I’ve learned from EAN, I’ve made more from planning in Q1 of this year than all of the last three years combined.

The gap between Average and Elite is three skills wide.Close it.

Master how you prospect, how you communicate, and how you build a plan, with a community pushing you the whole way. Find where you stand, then get to work.