What Our Advisors Achieve When They Deploy 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
Two Programs • One Proven Path.
From your first close to a business that can run and grow without you, we are focused on helping you increase AUM, build revenue, strengthen your positioning, and move you and your firm up-market in the shortest time possible.
Million-Dollar Accelerator
The proven system to confidently close high-net-worth clients in one meeting.
- Attract and 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 ™
You know how to close clients. Here's how to build a team, delegate what used to run through you, and create real enterprise value. 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 every client meeting with authority and confidence
X
✓
Strives to be the best financial partner they can be for their clients
✓
✓
Spends time on the clients and conversations that matter most
X
✓
Builds a bona fide business that doesn't depend on being available 24/7
X
✓
Follows a proven and repeatable process for every prospect meeting
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.
