The Emerging Elite Advisor
Your Fast Track to Moving Upmarket
The Emerging Elite Advisor will help you realize your full potential as you move up the hierarchy of advisor success much faster and with less effort than you ever thought possible. Over six months, you will begin building a simple, elegant wealth management business that makes you indispensable to the right-fit affluent clients. By the end of the program, you will enjoy a significantly higher client conversion rate, a clear advantage in any competitive situation and many more qualified client referrals.
The Elite Wealth Manager
Build a Simple and Elegant Wealth Management Business
This comprehensive 10-month coaching program will give you everything you need to become a successful wealth manager and move upmarket to attract and serve ever-wealthier clients. The Elite Wealth Manager will help you implement the specific strategies that will eliminate trial-and-error efforts and significantly accelerate your rate of progress toward your goals. And we will be with you every step of the way.
The Mastermind Group of Elite Wealth Managers
Roundtable enables advisors who have completed Breaking Through, The Elite Wealth Manager or The Wealthy Client Pipeline to achieve their fullest potential as they build even more successful practices. Comprised of many of the top advisors in our industry, Roundtable will take you even further along your journey to achieving your most important goals.