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CREATED BY A BARRON'S TOP 100 ADVISOR
ELITE FINANCIAL ADVISOR TRAINING
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 Financial 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.
Experience Elite Advisor Training
The Elite Financial 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 Producer
For solo advisors who want to increase their prospecting and sales results, this revenue-generating system is a powerful part of our elite financial advisor training and is designed to help you catapult your production and your business in the fastest time possible with new tools, insights, exercises, and methods to reach more prospects and turn them into clients.
The Elite Producer includes our three core business-building foundation courses: Elite Mindset, Prospecting & Marketing, and the incredibly popular Elite Advisor Secret Sauce™. The Elite Producer is designed to help you sharpen your sales skills and generate next-level revenue.
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 LIVE monthly group coaching calls with Erin, along with 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. You’ll get all of the templates you need to create systems and processes, a complete guide to hiring and compensating staff, and the framework to build your business so it can run without you being involved in every single step.
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."
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"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!"
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"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!"
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"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!"
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"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."
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"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."
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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.
