EXCLUSIVELY FOR LPL ADVISORS
Exclusive Next-Level Training for LPL Advisors
One proven system to close bigger clients in the first meeting, charge for the planning you already deliver, and build a business that can run and grow without you.
YOU BUILT A REAL PRACTICE. NOW YOU’RE READY TO TAKE IT TO THE NEXT LEVEL.
YOU RECOGNIZE THE CHALLENGES. YOU JUST HAVEN’T HAD THE PLAYBOOK TO WIN.
Every advisor we work with feels some version of this. You might recognize one of these, or all of them:- You're a strong advisor, but you're not closing at the level you know you're capable of
- Too many of your meetings are with prospects who aren't your ideal client
- You're ready to move upmarket and charge for the planning you already give away
- You want more revenue from fewer, better meetings
- The business runs through you, not without you
- You know you need systems, structure, and leverage to grow again
- You're ready to step into the owner's box and build something with lasting value
- You're done with pep talks and want the exact words and process that actually work
INTRODUCING
The Elite Advisor Success System™
Whether you are feeling one of these pressures or all of them, you are in the right place. The Elite Advisor Success System™ is a single, comprehensive program that takes you from closing bigger clients in the first meeting, to charging premium planning fees, to building a team and business that eventually runs without you.
Inside, you get word-for-word scripts, proven frameworks, ready-to-use systems, and live monthly calls with Erin and The Advisor Authority team. All of it is battle-tested across three decades of clients and now, thousands of trained advisors.
Built by a former top-producing LPL advisor, and offered to LPL advisors as a next-level path to exponential growth.
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 and charge for advice
The program teaches advisors how to close high-net-worth prospects in a single meting and charge for planning with confidence.
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