Do you know the power of whiteboarding?
The whiteboard plays an important part in Sten's philosophy. Watch Sten in action at the whiteboard as he illustrates some key financial concepts.The Elite Advisor Network is a community for financial professionals who want to reach their true potential, faster. The community will equip you with proven systems to improve your prospecting, business operations, client services and client presentations. Through monthly best practice videos, a private online community, and live group coaching, you will:
- Gain more clients
- Add additional revenue
- Strengthen existing client relationships
- Take action on the right things
- Build a strong business
Why Join Elite Advisor Network?
You want to grow your business more quickly. You want to be around advisors who have a mindset of abundance. You want to be in a community of advisors who take action. You want proven systems that you can incorporate into your business with minimal changes. You want to work smarter, not harder.
- Proven systems – Download and use the proven resources to create a more efficient business and client experience.
- Profiting From Advice – You’ll learn how to profit from your advice instead of giving it away in hopes of gaining product sales or AUM.
- Practical Training – Our live trainings and our growing library of resources will help you improve in the areas of prospecting, personal development, business operations and client services.
- Accountability – You’ll make promises to yourself, and keep them if you’re part of EAN.
- Action Oriented – Knowledge without application is a waste. This community will force you to take action, not just learn more information.
- Generous community – All members are thoroughly screened to ensure a healthy community of like-minded advisors.
Programs We Offer
How To Charge For Your Advice
In this program you’ll learn why you should make Financial Planning/Consulting a core element of your practice, how to execute planning, and receive all the necessary resources to implement this focus.
How To Attract Financial Planning & Consulting Clients
Learn sustainable ways to create new interest in your business. You’ll learn what you can control as it relates to prospecting and how to get the most out of those efforts.
How To Get Clients To Say “Yes” Again
Learn simple and effective strategies for getting existing clients to renew with you to create more opportunities to serve them and to create on-going revenue for your business.
“I recently beat out two much more seasoned advisors to gain a client by implementing the strategies in this program. That opportunity allowed me to add 1.7M of AUM. Best of all, it only took three weeks from meeting them to finalizing the deal. This program gave me what I needed to have the confidence to gain new client's trust and the process to differentiate myself from other advisors.”
Roxanne M. , Financial Advisor
“In less than six weeks this program helped us revise our team approach, improve our systems and gain more clients utilizing our Associate Advisors. With one planning client this program paid for itself and I’m confident we’ll do dozens more paid plans in the coming months because of what we’ve learned.”
Wes Y. , Financial Advisor
“This program is so practical. I learned something in a breakout session during the third week of the program and implemented it later that day to land a planning client. I’m more confident in my presentation and my systems are so much easier to implement because of the head start this program has given me.”
David B. , Financial Advisor
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In less than six weeks this program helped us revise our team approach, improve our systems and gain more clients.
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Mike J. , Financial Advisor
“Building a culture is difficult, yet somehow the EAN group seems to be made up only of a bunch of genuinely caring people. The investment has paid for itself many times over and it’s difficult to imagine ever leaving. If you’re in the growth phase of building a financial planning firm you need to check this out.”
David T , Financial Advisor
How To Join Elite Advisor Network
You want to grow your business more quickly. You want to be around advisors who have a mindset of abundance. You want to be in a community of advisors who take action. You want proven systems that you can incorporate into your business with minimal changes. You want to work smarter, not harder.
Yearly
Click below to apply.
Quarterly
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