Make The Elite Advisor Success System™ Part of Your Corporate Training

Make The Elite Advisor Success System™ Part of Your Corporate Training
July 11th, 2024

As an enterprise, you likely encounter numerous training opportunities promising to help your advisors grow their businesses—ultimately leading to greater growth across the company. Finding the right training program for your advisors isn’t an easy task, though the outcome of your search can make a significant difference in their long-term success. 

Allow me to introduce the Elite Advisor Success System™ and its unique approach to advisor success. This system provides your advisors with actionable insights and proven strategies to achieve their business goals. The program equips your advisors with the essential knowledge and skills needed to succeed as financial advisors in just six months—with every aspect personally tested and implemented by me, to ensure its effectiveness. 

Let’s take a closer look at what the program entails, and how it could benefit your business.

Why Did I Create the Elite Advisor Success System™?

After training hundreds of advisors at all levels of production, I am keenly aware that advisors would prefer to learn from someone else who has done what they are trying to do. They want someone who has been in the trenches and has faced the challenges they face daily and has come out on top.

My goal is to get this business-growing information into as many advisor’s hands as possible while ensuring the integrity and efficiency of the course. At The Advisor Authority, we want to help your advisors grow their businesses.

When your advisors enroll, they (and you) are getting resources and proven methods that cover ALL aspects of the business; especially the importance of reframing the perspective from advisor to business owner.

Introducing the Elite Advisor Success System™

So what, exactly, is the Elite Advisor Success System™?

It’s an interactive online course that contains decades of business training condensed into an incredibly high-value, easy-to-follow roadmap for advisors at any level to model and achieve. 

Throughout the program, each participant is given a “repeatable roadmap” to take back to their business and use immediately. This includes the exact blueprint I used to build my business in a way I never thought possible. It’s not about working harder – it’s about using the right tools to work smarter.

This program is incredibly effective because it is NOT coaching. Advisors do not need to reinvent the wheel. They can simply use the tools, resources, and methods in the Elite Advisor program. Then they can model what I did to create their own multi-million dollar offices.

Quote by Erin: "It's not about working harder. It's about using the right tools to work smarter."

What’s included in the Elite Advisor Success System™?

There are six primary areas of focus within the Elite Advisor Success System™ to help your advisors grow their businesses. These include:

Elite Advisor Mindset: An advisor’s mindset shapes their approach to challenges and opportunities, influencing their attitude toward setbacks and their ability to seize opportunities for growth. With a strong mindset, they can more effectively stay motivated and committed to their goals. They will also be able to build trust, credibility, and collaborate effectively with colleagues.

The Secret Sauce: In order to get more prospects to say yes, your advisors need to determine their best target market and those clients’ needs—and they need to never lead with investments or insurance. Rather, advisors must know their target market inside and out. They must dive into specific needs and pain points, and figure out how to solve those problems. In doing so, advisors can tailor their approach and messaging to resonate with target clients on a deeper level.

Prospecting and 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 finding the right way for your advisors to prospect and market themselves. 

Team Member Training: When your advisors have an effective support staff in place, they can more effectively implement marketing, sales, and client service best practices. This ultimately enables them to scale their firm, work fewer hours, and move upmarket (or achieve their other desired goals). In the Elite Advisor program, your advisors will learn how to train their team members to be ultra effective, providing them with the necessary tools and resources to support your business’s growth and success.

The Advisor Machine: Effective systems and processes are essential in enabling your advisors to streamline their business operations, ensure consistency in service delivery, and maximize efficiency. However, without the right team to execute these systems and processes, their effectiveness is limited. That’s why building the right dream team is a critical step towards achieving long-term growth and success. Your advisors will learn how to create their dream team to run their systems and processes for flawless execution.

The Elite Advisor Mastery Program: The true power of the Elite Advisor Success System™ will come from the LIVE calls I host each month. Advisors get their questions answered, explore new topics of business growth, and receive expert guidance from a Barron’s Top 100 Advisor.

The full list of program content includes:

  • 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

Empower Your Advisors Today

Why offer business training opportunities for your advisors? It can supercharge your advisors’ growth goals, ensure uniform business practices, and show you care about their success and well-being.

To learn more about our exclusive training program for advisors, we encourage you to contact our team today.

Business Success, Business Systems, Corporate Training, Leadership
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