I’ve divided all of my knowledge into 5 online courses and have broken them down into easy-to-understand modules and simple-to-do lessons. These e-courses are designed to cover ALL aspects of your business from the importance of how to re-frame your thinking from advisor to business owner, to bringing in new prospects, to closing them to become clients, to training your assistant(s), to building a great team and running your firm using efficient systems and processes…everything!

It’s like having everything I have built at your fingertips.

Let me give you a short inside peak into what it includes (there’s no way I can cover it all here):

1. Elite Advisor Mindset – How mastering your mindset will catapult you to the next level
   • How the C.A.N.I. concept is used to evolve your mindset and your business – Module 1
   • A critical ‘Current State of Your Business’ Quiz you must take ASAP – Module 2
   • How to know if your actions are congruent and aligned with your goals – Module 3
   • Use this one “End of Life” exercise to put everything in your life into proper perspective – Module 3
   • This one advisor tracking activity changed my business; now you’ll have it – Module 4
   • The exact 3 activities you need to do to give you the greatest results – Module 4
2. Elite Advisor Prospecting & Marketing – 9 Ways to Bring in Clients in Less Time & Money
   • What 2 main psychological factors drive all decisions for your clients – Module 1
   • Why the ‘No Family, Friends & Neighbors Policy’ worked so well for me – Module 2
   • What early AM task brought in the most small-business clients – Module 2
   • What was the FASTEST way I built my firm and that you can still do today – Module 2
   • What are the “4 Imperatives” to running the best seminars that get results – Module 3
   • My Pre- and post-scripts, sample flyers and resources – Module 3
   • Plus 4 new Bonus pieces that I’ve never released before
3. Elite Advisor “Secret Sauce” – Exactly what you need to do get more prospects to say “YES”
   • Determining your best target market and finding out their needs – Module 1
   • Don’t lead your talk with these 2 things…EVER – Module 1
   • What is the best seating arrangement that will boost your closing rates? – Module 2
   • What is the best way to use the prospects net worth in your sales talk? – Module 4
   • Why fee discussion done this way will literally “guarantee” all your product sales – Module 6
   • My actual sales scripts that sold hundreds of millions in $$ over 30 years!
   • Plus a Bonus video of my presentation; live and unscripted
4. Elite Advisor Team Member Training – The Exact Blueprint to Achieve Rockstar Status
   • The #1 job role for an assistant or team member is to protect this for the advisor – Module 1
   • What are the exact tasks and duties of an “Admin” to help make the practice efficient – Module 1A
   • You can have 10 of my best email templates to use in your email correspondence – Module 1A
   • What the ‘10 Steps of our Process’ are and how these can help you too – Module 1A
   • How to train a team member to be the “perfect assistant” – Module 2
   • How to best take care of your ‘old-school’ clients – Module 4
   • Plus extra Bonus “Rules of the Road” training video
5. Elite Advisor “Machine” – Create your dream team that will run your Systems & Processes for Flawless Execution
   • Who to hire first, second, and next on your dream team – Module 1
   • Which compensation models worked so well for our practice that you can model – Module 1
   • The job descriptions we used which brought us high quality candidates – Module 1
   • How we built our systems & processes manual by asking this 1 question – Module 3
   • This efficient method allowed me to train only one person in a firm of 18 – Module 3
   • The only way to build true enterprise value in your business is this way – Module 3
     And much, much more…