What Our Advisors Get When They Use The Elite Advisor Success System ™
25%
Average Annual Growth Rate
Compared to 15% industry average annual revenue growth rate
28% NNA
Growth Rate
Over a three-year average
2x AUM
Same Number of Clients
Increase average client value instead of adding more households
The Programs Behind the Results
Focused on scaling AUM, strengthening positioning, and moving advisors and firms up market.
Million-Dollar Accelerator
The proven system to confidently close high-net-worth clients in one meeting.
- Close ideal prospects in the first meeting with confidence and authority
- Implement paid financial planning and raise your standards
- Increase revenue fast through disciplined conversion
- Move upmarket and position yourself as the Financial Director
Elite Advisor Success System ™
Step-by-step training for elite advisors who want to scale faster, lead with confidence, and build a business that runs without them. This system includes everything in Million-Dollar Accelerator™ as well as:
- Build a team run firm that does not depend on you
- Install repeatable systems that reduce key person risk
- Delegate client delivery while you drive growth and strategy
- Create enterprise value for a profitable future exit
The Advisor Authority Difference
Characteristics of Success
Average Advisor
TAA Advisor
Executes a dynamic prospecting system
X
✓
Cares deeply about clients, their families, and their greater goals
✓
✓
Confidently closes 7-figure+ clients in one meeting
X
✓
Leads with authority, without being a production bottleneck
X
✓
Strives to be the best financial partner they can be for their clients
✓
✓
Focuses solely on high-value tasks, easily delegates the rest
X
✓
Leverages a powerful support team to make OOO time seamless
X
✓
Operates with documented workflows that support serious scaling
X
✓
Magnetizes upmarket clients with the right marketing
X
✓
What Clients Say About Us
4.7
(50+ Reviews)
Proud to support growth-focused financial advisors nationwide.
