Unlocking Your Financial Advisory Success: The Elite Advisor Program Explained

Unlocking Your Financial Advisory Success: The Elite Advisor Program Explained
March 29th, 2024

Key Takeaways:

  • Comprehensive Financial Advisor Training for Growth: The Elite Advisor program offers a comprehensive training system designed specifically for financial advisors looking to enhance their skills and grow their business. It equips advisors with proven, actionable strategies to achieve their business goals.
  • Insights from a Top Advisor: With insights from a Barron’s Top 100 Advisor and a focus on practical applications, this program stands out in its ability to provide real-world strategies for success.
  • Well-Rounded Skill Set: Covering essential areas for advisors, the program ensures participants have a well-rounded skill set to succeed in the financial services industry.

As a financial advisor, you likely encounter numerous training opportunities promising to help grow your business. However, finding the right financial advisor training program can make all the difference in propelling your success.

In this article, you will learn about the Elite Advisor program and its unique approach to advisor success providing you with actionable insights and proven strategies to achieve your business goals.

The Elite Advisor program is designed to equip you with all the essential knowledge and skills you need to succeed as a financial advisor in just six months. I have personally tested and implemented every aspect of this training, ensuring its effectiveness. I don’t waste time on tools or philosophies that won’t help you grow. I’ve condensed 30 years of experience into a focused six-month training program.

The Elite Advisor program is entirely online and divided into five modules, which are each discussed in further detail below. They focus on a different subject area per month. Additionally, monthly calls with the team ensure you stay on track, providing you with a repeatable roadmap to implement in your business immediately.

The Elite Mindset

Before diving into the Elite Advisor program, it’s important to understand why mastering your mindset is the foundational key to success in the financial advisory industry.

Your mindset shapes your approach to challenges and opportunities, influencing your attitude toward setbacks and your ability to seize opportunities for growth. The financial services industry requires continuous learning and development to keep up with all the changes, market trends, and technological advancements.

Having an Elite Mindset | Financial Advisor Training | The Advisor Authority

A strong mindset allows you to stay motivated and committed to your goals. It also helps you build trust and credibility which is essential for attracting and retaining clients. Additionally, a positive mindset allows you to collaborate effectively with colleagues, which helps create a supportive and productive work environment.

With The Elite Advisor program, you dive into how you can master your mindset and take you to the next level:

  • How to use the “C.A.N.I.  Concept” to sharpen your mindset and improve your results.
  • A critical ‘Current State of Your Business’ Quiz you must take ASAP.
  • How to know if your actions are congruent and aligned with your goals.
  • A key “End of Life” exercise is to put everything in your life into proper perspective.
  • An exclusive activity tracking tool that will change how you get things done.

By mastering your mindset, you’ll be better equipped to tackle the specific strategies and skills covered in the subsequent sections. Your mindset not only shapes your personal success but also influences how you approach marketing and prospecting, setting the tone for your interactions with potential clients and shaping your business’s growth trajectory.

Prospecting & Marketing

One common problem all financial advisors have is there is never enough time in the day. As part of the Elite Advisor program, we cover 9 ways to bring in more clients, in less time, with less money. It’s all about the right way to prospect and market yourself. 

Prospecting isn’t what it once was which means we all have to stay on top of the best ways to connect with our audiences. Prospecting and marketing go hand in hand. For example, you can use marketing channels such as social media, email marketing, and content marketing to reach a larger audience at a lower cost compared to traditional advertising methods. 

Other initiatives can include referral programs, strategic partnerships, networking, webinars, and workshops, optimizing your website, engaging with your local community, and never forgetting the importance of understanding the psychological factors that drive the decisions of your clients and soon-to-be clients.

Other areas we will cover include:

  • What early morning tasks bring in the most small-business clients?
  • The fastest way to build your firm.
  • Pre- and post-scripts, sample flyers, and resources.

We also offer a one-day exclusive masterclass about prospecting and closing secrets. It’s a 3-hour training that gives you the most in-depth and comprehensive training, equipping you with the strategies and steps to create results in your business immediately. 

The Secret Sauce

How do you get more prospects to say yes? In this part of our financial advisor training program, we will review the proven sales scripts that sold hundreds of millions of dollars over 30 years. One of the best pieces of advice I can give you is to determine your best target market and their needs, and never lead with investments or insurance. 

You need to understand your target market inside and out. Dive into their specific needs and pain points and figure out how you can solve those problems. By understanding their unique challenges and aspirations, you can tailor your approach and messaging to resonate with them on a deeper level. This targeted approach not only increases the likelihood of attracting prospects who are a good fit for your services but also enhances your ability to address their needs effectively, ultimately leading to more prospects saying yes to your offerings.

“We began incorporating some of the Botsford Methods and “disturbing tracts” (from the Secret Sauce). We have already seen a big jump in revenue.
We will make more by the end of February than we did last year in a 6-month period.

– Vicky. C.

Team Member Training

Your success as a financial advisor hinges not only on your skills but also on the effectiveness of your team. A well-trained team can significantly enhance the implementation of your marketing, sales, and client service best practices.

Team Member Training | Financial Advisor Training | The Advisor Authority

Effective team member training ensures that your staff is equipped with the knowledge and proficiencies they need to perform their roles effectively, leading to higher levels of engagement, productivity, and retention. Moreover, training can help make your practice more efficient by standardizing processes and procedures, ensuring consistency in service delivery, and reducing the risk of errors or compliance issues

In the Elite Advisor program, you’ll learn how to train your team to be the “perfect assistant,” providing them with the necessary tools and resources to support your business’s growth and success. Additionally, you’ll gain access to 10 of our best email templates to use in your correspondence, ensuring that your client communication is clear, professional, and effective.

By investing in your team’s training and development, you’re not only investing in their growth but also in the long-term success of your business. A well-trained team can enhance the implementation of your marketing, sales, and client service strategies, ultimately helping you achieve your business goals and establish your firm as a leader in the financial advisory industry.

In this part of the Elite Advisor program, we will also cover the following: 

  • Access to 10 of my best email templates to use in your email correspondence.
  • What the ‘10 Steps of our Process’ are and how these can help you too.
  • How to train a team member to be the “perfect assistant.”
  • How to best take care of your ‘old-school’ clients.

The Advisor Machine

Having the right team in place is crucial for the long-term success and growth of your financial advisory business. A well-structured team not only supports your day-to-day operations but also enables the effective implementation of systems and processes, which is the focus of this section.

Effective systems and processes are essential for streamlining your business operations, ensuring consistency in service delivery, and maximizing efficiency. However, without the right team to execute these systems and processes, their effectiveness is limited. That’s why building your dream team is a critical step towards achieving long-term growth and success.

In the Elite Advisor Program, you’ll learn how to create your dream team to run your systems and processes for flawless execution. This involves a strategic approach to hiring, compensation, job descriptions, and building systems. By hiring the right roles in the right order and considering how each new hire will impact your existing team and business operations, you can ensure that your team is aligned with your long-term growth strategy.

Additionally, you’ll learn about the best compensation models to implement, such as performance-based compensation that rewards team members for achieving specific goals and targets. Offering competitive salaries and benefits will also help attract and retain top talent, ensuring that your team is equipped to support your business’s growth and success.

By implementing these strategies and building your dream team, you’ll be able to establish efficient systems and processes that drive long-term growth and success. Your team will play a crucial role in executing these systems and processes, making them an essential asset in achieving your business goals.

“I have been with you since Oct 2020 and have had tremendous results from the Elite Advisor Program. I used to work comfortably with prospects that had $1-2M. Shortly after starting your program, I closed a $15M business-owner client using your concepts and it kept going from there. I even closed another $20M prospect and we brought in another $18M in assets in the last 6 months. I have trained the next generation in my business to take over and now I can take off every Friday.The Elite Advisor Program gave me the potential I never thought about before.
– Carolyn H.

What’s Included in the Elite Advisor Program’s Financial Advisor Training?

  • Immediate access to online Success System (6 months)
  • Weekly email guidance on assignments and insights
  • The Elite Mindset course (all modules and materials)
  • Prospecting & Marketing course (all modules and materials)
  • The Secret Sauce course (all modules and materials)
  • Team Member Training / Perfect Assistant course (all modules and materials)
  • The Advisor Machine course (all modules and materials)
  • Exclusive scripts for better prospecting & sales
  • All of Erin’s Disturbing Tracts – helping you close prospecting at the very first appointment
  • Exclusive team compensation models/examples
  • Proven systems and processes (automation) to deploy in your business
  • Exclusive access to LIVE monthly calls with Erin and the team
  • First-Thing’s-First video bonus (for you to use in your prospecting)
  • Unlimited email support
  • …and more


Envision the transformation that could occur by adopting the exact scripts, strategies, and business-building methods from a Barron’s Top 100 Advisor to help take your business to the next level. In a year from now, you’ll wish you started today. So start today.


Business Success, Business Systems, Client Relations, Closing Prospects
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