Which Advisor Are You Today?
Discover a step-by-step solution for your biggest challenges right now.
IT COMES DOWN TO TWO MAIN CHALLENGES
Most Advisors Fall Into One of Two Groups – Which One Are You?
Challenge One
The Growth Ceiling
- You’d like to attract more affluent clients, but aren’t sure how to make it happen consistently
- You find yourself meeting with prospects who end up not being the right fit
- You know you’re capable of closing at a higher level than you are right now
- You’re doing most of this on your own, without much of a team behind you
- You’d like to move upmarket and charge what your expertise is truly worth
- You’d like more revenue without adding more meetings to your calendar
Challenge Two
Success Bottlenecks
- You already have plenty of clients and revenue
- You’d like the business to run without you, not just through you
- You still want to attract and close at the highest level, just without carrying it all yourself
- You’re ready for systems, structure, and your own rockstar team
- You eventually want to move into the owner’s box
- You’re ready to build something you could one day sell
THE RIGHT PROGRAM FOR YOU...
If you’re experiencing either of these challenges, you’re in the right place. The Elite Advisor Success System™ is the complete business-building package that gives you not only the tools and processes to move upmarket, but also the systems and team-building to create a business that can run without your day-to-day decision-making.
Inside the full program, you’ll gain access to scripts and systems, strategies, tools, and techniques – all battle-tested over three decades in the business, along with live monthly calls with Erin and The Advisor Authority team to master them in your business.
What Makes This Program Different
Created by an advisor who knows what works
This program was created by a Barron’s Top 100 advisor who built a multi-million-dollar advisory practice from the ground up.
Everything in the program comes directly from how the business was built, how clients were closed, how fees were charged, and how the firm was structured as it grew.
A proven approach to move upmarket
The program teaches advisors how to charge planning fees and work with higher-net-worth clients.
83% of advisors who complete the program successfully move upmarket and begin charging for advice as part of their business.
Ready-to-use tools that remove guesswork
You are given word-for-word scripts, meeting structures, prospecting processes, and business systems that are already built and in use.
You are not asked to create your own process or figure out what might work.
You follow a clear path that has already been tested by advisors in real businesses.
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
Advisor Success Stories
Real Advisors • Real Results
It’s Time to Operate at a Different Level.
Different level. Different results.
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 RIGHT PROGRAM FOR YOU...
Learn the proven system to attract affluent clients, close them in the first meeting, and get paid for the advice you give. This specialized sales program is perfect for solo advisors, single rainmakers, and small teams looking to move beyond money management and become the go-to advisor for high-net-worth clients and their referrals.
What Makes This Program Different
Created by an advisor who knows what works
This program was created by a Barron’s Top 100 advisor who built a multi-million-dollar advisory practice from the ground up.
Everything in the program comes directly from how the business was built, how clients were closed, how fees were charged, and how the firm was structured as it grew.
A proven approach to move upmarket
The program teaches advisors how to charge planning fees and work with higher-net-worth clients.
83% of advisors who complete the program successfully move upmarket and begin charging for advice as part of their business.
Ready-to-use tools that remove guesswork
You are given word-for-word scripts, meeting structures, prospecting processes, and business systems that are already built and in use.
You are not asked to create your own process or figure out what might work.
You follow a clear path that has already been tested by advisors in real businesses.
What Our Advisors Get When They Use
The Million-Dollar Closing Accelerator
2x
Average New Client Size
Doubled from $587K to over $1M
$5M–$20M
Clients Closed in One Meeting
Advisors are closing $5M to $20M clients in a single meeting
83%
Move Upmarket & Charge Planning Fees
Of advisors who complete the program move upmarket and begin charging planning fees
It’s Time to Operate at a Different Level.
Different level. Different results.
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