Whiteboard University

Close business faster by using our proven whiteboarding methods.

 

– 2.5 Hour LIVE Virtual training 

– Limited to 25 seats per session
– Individual Reviews of whiteboarding available (Cohorts)

Tuesday, June 25th @ 9am CTThursday, June 27th @ 9am CT

First, you'll learn to run Elite strategy sessions

Have less meetings while closing more business. Your prospects, your clients and you want to be part of dynamic, purposeful planning sessions. You’ll learn how to have those kinds of meetings when you go through Whiteboard University.

Second, you'll learn our unique Whiteboarding Instructional Roadmap

Boring illustrations don’t get your prospects excited to do business with you. You need a repeatable framework for sharing financial strategies in your meetings. It all starts with our Whiteboarding Instructional Roadmap. Once you learn the roadmap you will run dynamic strategy sessions and have total confidence illustrating financial strategies that your prospects will want to take action on. 

1. SIGN

You look for a sign, which happens when you or the client mentions a topic that you can illustrate.

2. SIGNAL

You use a phrase to signal that you’re going to illustrate something to your client, building anticipation.

3. BRIDGE

Efficiently and effectively illustrating a strategy or concept on the whiteboard.

4. OFFRAMP

A phrase used to move the conversation forward and deepen the likelihood of getting business.

Sign Example:
Have you ever thought about much life insurance you need to ensure your family is taken care of in the event of you passing away?”

Signal Example:
“There are actually three numbers to figure out when calculating that protection. Can I take 90 seconds to show you all three?”

Bridge Example:
“This will depend on if you want to just remove debts, replace income, or create additional funding. Let’s figure those out right now.”

Offramp Example:
“Now that we know those three options, let’s talk about some other areas of your finances that you may want to protect.

Next, You’ll learn to illustrate SPECIFIC planning ideas & Concepts

Your ability to teach prospects about a wide variety of financial planning topics is the key to building credibility and authority. We have taught hundreds of advisors how to become master communicators using a whiteboard. 

Strategies you can whiteboard using our whiteboarding framework. We will working through some of these during the Whiteboard University workshop.

  • 1031 Exchange
  • Active rebalancing
  • Backdoor Roth
  • Buy/Sell agreement for business
  • Controlling tax bracket (3 buckets)
  • Cost segregation
  • Estate trust planning
  • Gifting strategies
  • HSA planning
  • Self-directed IRAs
  • Long-term care strategies
  • Mega back door Roth
  • Pay your kids
  • Portfolio Loan
  • QBI Deduction (Tax Strategy)
  • Roth conversion
  • SEP IRA Verses Solo 401(k)
  • Social Security optimization
  • Tax loss harvesting
  • The Augusta Rule / 14-day rental

BONUS #1

Sten’s physical book outlining 36 planning Ideas

Sten’s book “Wish I Knew That Sooner” will help you simplify dozens of planning strategies as well as serve as a guide for simplifying numerous financial planning concepts. We’ll ship the book the next business day after you buy your seat.

 

BONUS #2

Elite Whiteboarding Video Library

Immediately after purchasing your seat to the live training you’ll receive access to 13 videos where Sten shows you simple illustrations for planning ideas and concepts. 

Exclusive Offer

save up to $600 on your How To Charge LIVE in-person workshop

Buy your ticket to Whiteboard University and you’ll receive a coupon for that amount to apply as a discount to our next in-person How To Charge LIVE workshop in August. 

Optional Add-on:
Deep-Dive Cohort

Get individual feedback on your whiteboarding

What is it? A 90-minute group session where our lead instructor, you, and a few other advisors get individualized feedback on your whiteboarding language and illustrations.

When? Scheduled for 1-2 weeks after the training so you get a chance to practice your whiteboarding before the cohort coaching session.

Why? Individualized feedback will help you refine your whiteboarding skills faster.

How much? A cohort session is $100.

How? Sign up for the WU + Cohort option and we will reach out to schedule your cohort.

Seats Left

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WhiteboardU LIVE – $750 $500

  • Live 2.5-hour training
  • Lifetime access to the training via the EAN training portal
  • Physical copy of Sten’s latest book
  • Immediate access to a whiteboard video library

WhiteboardU + Cohort – $850 $600

 

  • Everything from Whiteboard University above
  • 90 minute small group coaching session with our lead trainer (1-2 weeks post WU)
  • Two private whiteboard reviews via email (no expiration)
  • Lifetime access to the recording of your session via the EAN training portal

If you have a discount code, enter it in the “coupon code” box on the checkout page.
**EAN and EAN+ Members contact us to get your coupon code

Testimonials from Advisors who we taught to whiteboard

Getting instant feedback on my whiteboarding from Sten’s team and other advisors was incredibly valuable.

– Nate

What they teach is unique and original and best of all can be implemented immediately.

– Michael

I learned whiteboarding strategies that I’m 100% confident will better engage clients during my meetings.

– Jake

What I learned about whiteboarding inspired me to make it a central part of what makes me different as an advisor.

– Kristian

Seats Left

Registration Will Close In

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

WhiteboardU LIVE – $750 $500

  • Live 2.5-hour training
  • Lifetime access to the training via the EAN training portal
  • Physical copy of Sten’s latest book
  • Immediate access to a whiteboard video library

WhiteboardU + Cohort – $850 $600

 

  • Everything from Whiteboard University above
  • 90 minute small group coaching session with our lead trainer (1-2 weeks post WU)
  • Two private whiteboard reviews via email (no expiration)
  • Lifetime access to the recording of your session via the EAN training portal

Have a question about the workshop?

Send us an email and you’ll hear back from us QUICKLY!