The Elite Advisor Mastermind

The Elite Advisor Mastermind is where you will create your ideal planning and consulting business.

Results You Can Expect

 
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Learning from top advisors, committed to each other's success
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Assistance in building a team to scale and deliver paid planning
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Access to a robust and growing database of planning strategies
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Master methods to attract your ideal financial planning clients
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Maximize your planning fees by quantifying the value of your advice & network
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Systemizing delivery of high quality, profitable financial plans

 

What kind of advisors should apply to be part of Elite Advisor Network?

Growth-Minded

You measure your business’s success by its impact on your clients’ lives, not your comfort or personal income. You are generous in speaking the truth to those who need to hear it. 

Healthy Fees

Our advisors understand the value of their time, expertise, and network. They charge appropriate fees without hesitation. 

A Strong Team

Your company has a healthy culture. You have the right amount of personnel or a willingness to add more positions.

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Proven Success

A minimum of five years of experience and mid to high six-figure personal net income.

What Our Members are Saying

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.

Sten’s teaching has helped us revise our team approach, improve our systems and gain more planning clients. This community pays for itself in just a few clients and I’m confident we will gain  more and more in the coming months because of what we’ve learned.

We Will Help Level Up Your Entire Team

The key to scaling your planning business is developing your team’s abilities. We help you do that.

Hiring Guidance

We’ll help you make great decisions when you add to your team. We’ll help you build job descriptions and KPIs.

Team Growth Plan

You’ll know the next hires you need to make and how members of your team need to level up to achieve the ideal planning team.

Monthly Coaching

Our team will meet with your team every month to help them implement your vision for growth. 

What else is included in your Mastermind Experience?

Monthly member Community calls

You’ll meet via Zoom with all of the mastermind members every month. 

1:1 Sten Coaching (2X)

Twice a year you’ll meet with Sten for an extended coaching session. Your business scorecard will guide this conversation.

Personalized case designs and reviews

Private and community based reviews of your financial plans.

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Private coaching calls

1:1 calls with our leadership team to tackle specific issues.

two in-person events

We’ll meet in person twice a year to collaborate and sharpen our skills.

Practice Assessment

We will measure the health of your planning business and tell you the specific process improvements you need to make.

monthly Team Coaching calls

We’ll meet with your team members once a month to help them implement what we’re teaching in the mastermind.

EAN Mastermind is part of the Elite Advisor Network | © 2023. All Rights Reserved.