Escape average, become Elite.
The Elite Model is built for financial advisors who have outgrown a business driven by more hours and more products. It gives you a proven approach to prospecting, communication, and building financial plans so you can build your practice around the value of what you know, not just what you sell.
The Average Path
The average path tells you to lead with the product. Give the planning away to earn the right to manage the money. Work harder when growth stalls. Take on more clients when revenue caps out.
Capped
Revenue
Uncompensated Planning
More Hours, Same Ceiling
You were trained on the average path, it’s time for you to choose a better way.
Where The Elite Model Came From.
“
When I look back to my first day as an advisor, the products I had to sell were the only valuable thing I had to bring to market. The term insurance policy. The mutual fund. I was just the middleman.
I had to dramatically shift that mindset. What was tricky about it is I wasn’t even aware of that mindset. It’s just what the industry had taught me, until I realized I was capable of more. There was something inside of me pushing back against the average path.
Then I said, maybe there’s a chance somebody would pay me for my time and ideas. Maybe, just maybe, I’m valued.
Most advisors I talk to know they have a higher potential they want to reach. They’re just looking for a new model.
Founder, Elite Advisor Network
One Model. Three Focus Areas.
The Elite Model runs on three things. Everything else is downstream.
1. Prospecting
The average path says work harder and hope for referrals. The Elite Model says lead with an idea worth hearing, aim it at the right people, and create urgency for them to act.
2. Communication
Create an experience that your clients won’t forget. The Elite Model shows you how to simplify complex concepts and strategies on a whiteboard, so the conversation ends in a decision instead of a follow-up.
3. Building Financial Plans
Financial planning should not be a burden to your practice, it should be a catalyst for growth. The Elite Model gives you a repeatable process, a plan that generates revenue for your practice and adds more value to your clients.
EliteIndex
Learn how the Elite Model can serve you
The EliteIndex shows you which of the three focus areas is costing you the most right now. Get a clear read on the gap between where you are and where the Elite Model can take you.
These advisors are becoming Elite.
Where To Go From Here.
The Elite Model is best learned alongside other advisors.
ElitePlus and EliteLive put you in a room with people running the same model.
THE MONTHLY MEMBERSHIP
ElitePlus
A community of advisors applying the Elite Model together, month after month.
THE TWO-DAY ACCELERATOR
EliteLive
The Elite Model, taught live over two days. Come to us, or we come to you.
Learn the first focus area on your own.
The Prospecting Course covers the Elite Model’s first focus area at your own pace. Five lessons, a workbook, with credit toward your next step.
