Start today. Learn the first focus area.
Prospecting is where the Elite Model starts. Go at your own pace, on your own time. Five lessons, a workbook, and credit towards your next step.
$150 · Self-guided · Start the minute you buy
Where This Fits
The Elite Model runs on three focus areas. Become Elite at these three and the practice grows without taking more of you.
1. Prospecting
The right prospects change everything that comes after. Attract the right prospects on purpose, target deliberately, and build a pipeline that doesn’t run on your energy.
2. Communication
Help people see what you see. Whiteboarding, quantifying value, and running conversations that end in a decision instead of a follow-up.
3. Building Financial Plans
Deliver work worth paying for. A repeatable process, plans clients understand well enough to act on, and time structured so every meeting counts.
Start with Prospecting. Go further when you’re ready.
What You Learn
Five strategies, each with an exercise.
1. The Prospecting Spectrum
Eight ways to prospect. Find the one or two that are yours instead of being average at all of them.
2. Targeting Strategies
Sten’s favorite method. One proven idea, one target market, one way in. Built step by step until it’s yours.
3. Idea Partners
Stop hoping other professionals refer you. Start using their expertise so you always have something worth bringing.
4. Optimizing Your Prospecting
Have three, then set them free. A simple system so nobody falls through the cracks again.
5. Your 30-Day Plan
One specific plan you’ll run for the next thirty days, built from everything above.
The Workbook
The exercises help you name your prospecting superpower, build a live targeting strategy, craft a list of idea partners, and develop a follow-up system that doesn’t depend on memory.
What You Get
5 Strategies + Workbook
Yours to keep, hosted in Circle.
Credit Toward Your Next Step
Go Beyond The First Focus Area
The Elite Model is best learned alongside other advisors. This course gets you started on your own. 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.
Whatever you pay here credits toward either one.
