EAN PLUS
EAN is a group of elite financial advisors committed to building thriving businesses centered around financial planning and consulting.
With a EAN+ membership, we’ll help you create a thriving planning and consulting business generating $250,000 of annual revenue or increase your planning revenue 50% in three years.
The Goal of EAN Membership
To create a thriving planning and consulting business generating $250,000 of annual revenue within three years.
What’s included in your Elite Advisor Network membership
Custom company development plan
Who you need to add to your team and what their roles should be.
Monthly 1:1 coaching calls
1:1 calls with our leadership team to tackle specific issues.
Live monthly group collaboration
Monthly group conversations to share best practices, planning strategies and evaluate each other’s financial plans.
Financial planning case study library
A catalog of actual financial plans along with client descriptions.
Personalized case design & review
Private and community based reviews of your financial plans.
Bi-annual in-person events
Well-planned events that maximize personal and professional growt
Team development via the Level Up Community
Thorough training of your support staff so they are literally on the same page with your planning focus
Video
Watch It In Action
In less than six weeks this program helped us revise our team approach, improve our systems and gain more clients.
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.
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.
What kind of advisors should apply to be part of Elite Advisor Network?
- Paid financial planning/consulting is a priority for your company
- Approximately $500k gross revenue per advisor
- Three team members
- Willingness to receive and give constructive feedback
To apply to Elite Advisor Network, click on the link below:
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What kind of advisors should apply to be part of the Elite Advisor Network?
- Paid financial planning/consulting is a priority for your company
- Approximately $500k gross revenue per advisor
- Three team members
- Willingness to receive and give constructive feedback