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FINANCIAL ADVISOR BUSINESS TRAINING FROM A
BARRON'S TOP 100 ADVISOR
It’s no secret, financial advisors often have a tough time getting the business building help they need. Sure, there are plenty of business coaching programs out there, but they are often taught by professionals that have never been an advisor, or never achieved the levels of success advisors are trying to reach.
That’s what makes a training program designed and directed by a Barron’s Top 100 Advisor so valuable – especially one that achieved that designation in all three categories and successfully sold her business after 30 years for a very healthy multiple.
The Elite Advisor Training programs are designed to give you all the tools, resources, exercises, and insights you need to be successful, so you don’t have to reinvent the wheel. With an easy-to-follow program that allows you to model what she did, you’ll be able to serve more clients, make more money, and have more freedom.
BARRON'S TOP 100 ADVISOR
After three decades in the industry, various accomplishments, accolades (like being named to numerous Barron’s Top 100 lists), and plenty of trial and error, I know what works and what doesn’t. I’ve perfected my method and grown my business into a completely self-sustaining one, allowing me to step away from the daily activities of my office with confidence.
My passion is seeing OTHER financial advisors grow their businesses and succeed. This is why I’ve created an accessible and easy-to-follow course, so you can condense decades into days with the right tools and systems to give you true freedom in your business.
I’ve tried it all and I’ve discovered what works and what doesn’t. My promise to you is that I’ll only give you tools, insight, and action steps that work to help you reach your goals. I am direct and make sure everything is straightforward so you can see results from the very first course. You deserve a business that grows itself and freedom to enjoy the life you imagined when you first got started.
Experience Elite Advisor Training
The Elite Advisor Training programs are designed to give you all the tools, resources, exercises, and insights you need to be successful, so you don’t have to reinvent the wheel. With multiple easy-to-follow programs to best fit YOUR needs, you’ll be able to serve more clients, make more money, and have more freedom.
The Elite ReLaunch
For solo advisors who want to increase their prospecting and sales results, this revenue generating system is designed to help you ReLaunch your business in the fastest time possible with new tools, insights, exercises, and methods to reach more prospects and turn them into clients.
ReLaunch is a self-paced, all-access program that includes our three core business building foundation courses: Elite Mindset, Prospecting & Marketing, and the incredibly popular Elite Advisor Secret Sauce™.
ReLaunch will teach you how to set yourself up for success, starting with the mindset of achievement, a formula for prospecting in the new virtual world, and a model for closing prospects in your very first appointment.
Take your business to the next level of production with a program that gives you everything you need to hit the ground running and ReLaunch today.
The Elite Advisor
The complete Elite Advisor Success System™ is the perfect solution for advisors ready to take their business to the next level. It’s a game-changing, guided 6-month program that includes all five core business building courses: Elite Mindset, Prospecting & Marketing, Elite Advisor Secret Sauce, Team Member Training, and the Elite Machine.
This system not only includes all of Erin’s prospecting, marketing, and sales tools, it outlines the exact steps you need to take to build a world class team to leverage your business. The program will give you all of the templates you need to create systems and processes to run your business, a complete guide to hiring and compensating staff in various support positions, and the framework to build your business so it can run without you being involved in every single step.
It also includes all the scripts, videos, sales guides, training materials, exercises, and answers directly from Erin – a Barron’s Top 100 Advisor. Exclusive monthly Q&A calls are also included in this package, so you can get personalized answers and guidance specific to your business and situation.
Discover what it’s like to serve more clients, make more money, and have more freedom as an Elite Advisor.
The Elite Executive
Specifically designed for leaders looking to build their teams, increase their revenue, systematize their processes, and increase their work/life balance, the Elite Executive takes the complete Elite Advisor Success System™ to the next level with a personal success coach and weekly coaching calls. All the scripts, exercises, and insights from Erin, combined with guidance, support, accountability, and challenge from your coach to help you achieve like never before.
The Elite Executive is a guided 6-month program that includes all five core business building courses: Elite Mindset, Prospecting & Marketing, Elite Advisor Secret Sauce, Team Member Training, and the Elite Machine. In addition to the courses and exercises, your coach will help you tackle obstacles and deepen your understanding of your leadership skills, elevate your thinking, and create habits that improve your trajectory dramatically.
This program includes all the scripts, videos, sales guides, training materials, exercises, and answers directly from Erin – a Barron’s Top 100 Advisor. Exclusive monthly Q&A calls are also included in this package, so you can get personalized answers and guidance specific to your business and situation.
The Elite Executive provides you with all the benefits of the Elite Advisor Program, but with added personalization based on your situation.
Does It Really Work?
"The training is amazing –absolutely love it! There’s so much value in every lesson and now I have so many ideas running through my mind! Probably won’t sleep tonight as I think about it all."Read More
"When I signed on for the Elite Advisor training, I was looking for some take away points I could use to take my business to the next level. What I received from this training has been so much more!"Read More
"Simply by tweaking my approach, I had several prospects convert to clients and my closing ratio improved overnight. Thank you for sharing your Secret Sauce with me!"Read More
"So glad to get connected with you… and exceptionally thankful for your willingness to share your programs and expertise with this next generation of world-changing business-owner financial planners!"Read More
"The material that you have put together is one of a kind, and I believe no one in the financial services industry has put together content as comprehensive as you have. Thank you."Read More
"I wish I took this course when I first started! It would have helped me set up my business the way I wanted and have a plan for the future. The flow of information from one course to another was exactly what an advisor building a business needs."Read More
Become an Elite Advisor
This is your opportunity to draw immeasurable value from a Barron’s Top 100 advisor, and learn exactly how to apply it to your business, your sales, your prospecting, and your life.