Elit Training for advisors

Scale past $1Mfaster.

Proven training to attract and close $2M+ clients, without wasting years on trial and error.

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AS SEEN AS

Created by a Barron’s Top 100 Advisor

Elite Financial Advisor Training That Delivers Results

Most coaching programs are run by people who’ve never been in your shoes or never reached the success you’re aiming for.

This one is different. It’s built for advisors like you, by someone who’s faced your same challenges, and found a proven way to break through, so you don’t have to reinvent the wheel.

You’ll get the exact tools, strategies, and processes to:

  • Attract and close $2M+ clients faster
  • Scale past $1M without working more hours
  • Serve more clients while creating more freedom in your life

Stop reinventing the wheel.Follow the system that works, and start producing results now.

Stop guessing what to do next.

Follow the proven system thousands of advisors have
already used to accelerate their results and take their
businesses to the next level.

THE ELITE ADVISOR SUCCESS SYSTEM™

Scale past $1M in just 6 months with a proven, guided program designed for elite advisors.

With built-in accountability and monthly live coaching, you’ll move through the program step-by-step, mastering the exact strategies and systems top advisors use to grow faster.

You’ll learn exactly how to:

  • Attract and close $2M+ clients consistently
  • Build a high-performing team that runs without constant oversight
  • Implement systems that free up your time and increase profitability
  • Use ready-to-go templates, hiring guides, and compensation models to move faster

This is a proven, repeatable framework you can rely on as your business expands, giving you the clarity, tools, and confidence to grow revenue and create a practice that thrives without you doing it all.

The Secret Sauce Closing Program

This course is for advisors looking to accelerate prospecting and sales. As a powerful revenue-generating system, it provides the tools, insights, and strategies to rapidly attract prospects and convert them into clients.

The Elite Producer includes three core business-building courses: Elite Mindset, Prospecting & Marketing, and the highly popular Elite Advisor Secret Sauce™. Designed to sharpen your sales skills, this program equips you to generate elite-level revenue.

REMEMBER

Most “coaching” programs are built by people who have never sat across
from a $10 million prospect, let alone built a firm that runs without them.
You can be confident everything in this program has been tested in the
trenches and has worked for thousands of other advisors just like you.

We work with dozens of firms across the country

Compliance-Approved Business Training Available Across North America

Does It Really Work?

Relationship $3M → $42M and $85k plan fee; now every client pays a separate fee—10x momentum.

Went from $1–2M prospects to $15M, $20M, +$18M wins; Forbes Top Women list—#35 → #2 in state.

Quoted a $125,000 planning fee to a $50M family—they said yes; CPA/attorney never covered these gaps.

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Step Into the Next Level
of Growth

If you’re ready to stop guessing and start scaling-
Book your call and take the first step toward your success.

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