How to Charge LIVE!

When you implement our system, you will attract and convert more prospects. You’ll have the framework in place to build and deliver a great financial plan.

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.

94% of our EAN members who also attend our How To Charge LIVE training sold their first plan within 60 days of the event.

Advisors who attend How TO Charge LIVE, on average, collect over $10,000 in planning fees within 90 days of the training.

Attendees of How to Charge Live hire support staff 2X faster.

Attendees report collecting more AUM and writing more policies because of their focus on financial planning.

There are 3 options for How to Charge LIVE!

We offer several LIVE! events in our training offices in Nashville each year. These events are full of advisors from all over the country which is a great way to connect with peers. We’ll also come to your offices anywhere in the country and work directly with your team. These events are perfect for company buy-in and change across the organization in rapid fashion. Lastly, we offer our course and content for LIVE! online. You can get started TODAY and start charging, on average, 2x more for your planning fees.

What Advisors are Saying

"The investment was well worth it. I was able to gather actionable strategies to implement right away as well as shift my mindset yo where it should be."

Anthony M.

"The collaborative aspect of the training was really helpful, getting to brainstorm ideas collectively and be surrounded by quality advisors and thinkers felt very important."

Chase B.

"The value is 10x the cost of this training."

Tim D.

"Zero regrets about the investment. One of the best training events I've been to."

Justin M.

The HTC Live Event will earn you 5 CE credits at no additional cost. After receiving your CFP ID#, we will submit your attendance to the board on your behalf.

Upon completion of the online program, you will earn 7.5 CE credits and a completion certificate.