Where financial advisors reach their full potential, Faster.
The Elite Model is how advisors get paid for what they know instead of what they sell. The EliteIndex shows you how our model can help.
Discover Your Full Potential, Faster.
Escape the average path. run a new model.
Average Path
- Prospecting
Just try harder and work longer. - Communication
Overshare and hope they understand. - Building Financial Plans
Rebuild from scratch, every time.
Elite Model
Prospecting
Lead with ideas that bring the right people to you.
Communication
Show them the gap in ninety seconds, and they'll act.
Building Financial Plans
Run a repeatable process that produces plans clients understand.
There’s a better way.
We train advisors on the Elite Model, built around three focus areas.
1. Prospecting
Lead with a process that attracts ideal prospects. Lead with ideas people want, target deliberately, and build a process that keeps you in front of the right people.
2. Communication
Whiteboarding, quantifying value, and running conversations that end in a decision instead of a follow-up. The Elite Model shows you how to simplify complex concepts on a whiteboard and turn every meeting into an experience they will not forget.
3. Building Financial Plans
Deliver work worth paying for. A repeatable process and plans clients understand.
Built by advisors, for advisors.
See where the Elite Model came from and why it works.
Your path to Elite.
The membership
ElitePlus
A community of advisors applying the Elite Model together.
The two-day accelerator
EliteLive
The Elite Model, taught live. Come to us, or we come to you.
Not ready yet? Start moving anyway.
The podcast, the newsletter, the books, and the webinars. All FREE, all in one place.
ElitePlus
The monthly membership for advisors running the Elite Model.
ElitePlus is where advisors run the Elite Model together. The full system across all three focus areas, with live coaching when you get stuck and a room full of advisors pursuing their full potential, together.
You set the goals. The room holds you to them.
Subscription included in membership
Advisors from these firms are running the Elite Model.
Firm names reflect the employers of advisors who have participated in EAN training and do not imply endorsement or affiliation.
EliteAdvisorLive
Some things you have to learn live.
Our premier event, taught by our team. Come to us in Nashville, or have us come to you.
2 Days
In Person
Connect
ElitePlus
Questions before you Become Elite
How is EAN different from other advisor coaching?
Most coaching focuses on activity. EAN focuses on the plan. Everything runs through three focus areas: Prospecting, Communication, and Building Financial Plans. It’s the Elite Model, built and tested inside a working practice, and taught by advisors who use it every day.
Which offering is right for me?
There are five ways in. EliteIndex is a free diagnostic that shows where your practice stands. Value First Prospecting is the book. The Prospecting Course is a focused starting point in one focus area. ElitePlus is ongoing membership with live training, resources, and accountability. EliteLive is in-person training with Sten. Pick the one that fits where you are today.
What is PlanScore?
PlanScore measures the strength of the financial plans you build. It shows where a plan is complete, where it has gaps, and what to fix next, so you can see your progress in the work that matters most.
What if I am already running a successful practice?
Good. EAN is built for advisors with momentum. Success on the average path and becoming Elite are two different things. Advisors use EAN to sharpen what already works and find the next level of growth.
What is the time commitment?
It depends on where you start. EliteIndex takes 10-20 minutes. The Prospecting Course runs at your own pace. ElitePlus offers a library of content as well as ongoing live training. For consistent progress, we recommend committing 1-5 hours each week. EliteLive is 2 days in person.
Is there a waitlist or application?
EliteIndex, the book, and The Prospecting Course are open to any advisor. ElitePlus is by application only. EliteLive seats are limited, so see our upcoming dates.
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, and credit toward your next step.
GoBeElite.com
Get moving, today.
Start your journey to becoming an Elite advisor. The podcast, the newsletter, the books, and the webinars all live in one place. Everything you need to start thinking like an Elite advisor, FREE .
Podcast
Listen Weekly
Newsletter
Ideas In Your Inbox
Books
Value First ProsPecting
Webinars
Learn Live, FREE
