Become an Elite advisor
You know you’re capable of more and you’re willing to put in the work to achieve it. EAN advisors get a custom plan to give them a clear path to reaching their potential faster.
EAN Superpowers
The path to reaching your potential as an advisor is to navigate these three aspects of your development. At Elite Advisor Network we focus on equipping advisors to use Value First Prospecting to gain clients, creating systems to charge for their advice, and grow an incredible business.
Value First Prospecting
- Target clients that you know need your services
- Stand out from the competition by offering unique financial solutions
- Always have a compelling opening when approaching a prospect
- Close business faster and become easily referable to attract more clients
Charging for Your Advice
- Quantify the value of your ideas
- Get paid for creating financial plans
- Create value throughout the planning engagement
- Scale the business by involving your team in the planning process
Business Ownership
- Aim to forge a thriving business and lead with generosity
- Create a self-sustaining business model that includes team development and delegation
- Focus on strategic planning, scalability, and building a legacy
The Five Stages of an Elite Advisor
Stage 1 – Launch
- Define and target ideal clients by implementing value-first prospecting
- Connect with Idea Partners and discover new financial planning strategies
- Focus on revenue-generating activities and get results faster
Stage 2 – Stabilize
- Delegate effectively and build a self-sustaining business
- Establish a robust strategy and concept database
- Start charging for your time and ideas
- Consistently track activities and growth
Stage 3 – Elevate
- Elevate your business by involving your team in financial planning
- Utilize targeting strategies to prospect effectively
- Differentiate yourself from the market by being known for creative ideas
Stage 4 – Mature
- Build a self-sustaining business and delegate effectively
- Freedom to live in your Superpower
- Deliver massive value with extreme efficiency to clients
- Stay uncomfortable, continue to develop and grow
Stage 5 – Thrive
- You are a successful business owner dedicated to driving innovation
- Leverage your experience by mentoring others and leading with generosity
- Focus on impact, not income; be a visionary
- Own future opportunities, choose the right relationships
Pocket Coaching
You get coaching tips sent to you from Sten via text message. You can then reply for more help.
Content Library
Gain immediate and total access to our entire teaching library from two years of Elite Advisor Network teaching.
Discount on Events
Save money on registrations for our popular in-person trainings held at our office just outside of Nashville, TN.
How To Charge Digital
Learn how to charge for your time and ideas by working through our popular How To Charge digital program.
Custom Business Assessment
Based on a comprehensive intake form, receive a custom business assessment to guide you on what you need to do next to grow.
Annual Business Review
Sit down with one of our coaches annually to see what you have accomplished and chart a clear course for the next year of business.
EAN+ Membership
Live Community Education Calls
Learn directly from our staff LIVE once a month on ways to grow your business.
EAN+ Membership
Live Peer Collaboration Sessions
Meet with fellow advisors to solve your issues through a moderated collaborative environment.
EAN+ Membership
Live Coaching Office Hours
Meet with our coaching staff to get your specific questions answered, LIVE.
EAN
$300 mth
Features
Pocket Coaching
EAN Content Library
10% Discount on Events
How To Charge Digital Program
Custom Business Assessment
Annual Business Review
EAN+
$800 mth
Features
Pocket Coaching
EAN Content Library
30% Discount on Events
How To Charge Digital Program
Custom Business Assessment
Annual Business Review
Quarterly Business Scorecard Review
Live Community Education Call (mthly)
Live Peer Collaboration Sessions (mthly)
Live Coaching Office Hours (2X mth)