Join the

Extraordinary Advisor Masterclass

7 Sessions - Live & recorded!

Tuesdays, February 22 – April 5

12:00pm -1:15pm ET / 11:00am-12:15 pm CT

How to Be an Extraordinary Advisor Who Creates More Influence, Impact, and Income No Matter What the Markets are Doing

Learn the "right-brain techniques" for growing a deeply personal and successful business by attending the

Extraordinary Advisor Masterclass

Tuesdays, February 22 – April 5

12:00pm -1:15pm ET / 11:00am-12:15 pm CT

What you'll learn:

Join success coach and former top advisor, Ellen Rogin, CPA, CFP® as she guides you through the 7-step "Extraordinary Advisor Framework" to show you how to:

  • Become a leader your clients and team want to follow
  • Identify a superpower that will differentiate and grow your business
  • Boost your emotional intelligence to become more authentic and resilient
  • Attract more of the clients you want to work with (and avoid the ones you don't)
  • Master the communication skills that charm prospects and soothe clients
  • Manage the stress of volatile markets, panicked clients, and lifestyle disruptions
  • Ignite your insights, imagination, and intuition to turn your vision into reality
  • Bring deeper meaning to your work and greater joy to your relationships

Sessions take place every Tuesday from February 2nd - April 5th online. Learn new growth techniques from the comfort of your home or office!

YES! I Want to Be an Extraordinary Advisor!
Sign Me Up Now!

Want to know the secret to growing a successful advice business? In an economic upheaval?

It's not the portfolios you build…
It's not the policies you sell…
It's not the stocks you pick or the ETFs you trade…

The key to growing a business these days is your ability to handle distractions, manage stress, and calm frightened people.

You have become a first responder of a kind—the frontline for your clients' financial problems. And between the business losses, unemployment, and health scares, it can be unrelentingly hard work that can drain and deplete your soul.

Yet, these are the times when Extraordinary Advisors thrive!

They start each morning full of energy…
They are absolutely clear on their vision…
They leave clients feeling calmer and more peaceful…
They motivate their staff to deliver world-class service…
They end each day with peace and gratitude…
They enjoy their families and look forward to tomorrow…

What do Extraordinary Advisors know that others don't?

They know that the path to growth means developing a mindset for success… using mental techniques and tools to train your thinking, upgrade your communication skills, clarify your goals, and use your unique superpowers for good—and for growth.

You can be the leader your team and your clients need. You can go from feeling depleted and drained to being energized and enthusiastic at the end of each day.

And you can create a business you love and make the money you desire by attending the 7-Session Extraordinary Advisor Masterclass, February 2nd thru April 5th.

Designed to ignite your insights, imagination, intuition, and inspiration, this "success conditioning" program will show you how to:

  • Establish procedures that mentally condition you for growth
  • Enhance your ability to calm and charm clients
  • Amplify your influence so you become the most important voice in the room
  • Boost your listening skills to hear what clients "mean" behind what they say
  • Motivate your team and gain greater engagement and commitment
  • Upgrade your communication and empathy skills
  • Become more productive even as conditions change
  • Maintain and even accelerate your growth rate
  • Create a business that achieves your vision and changes the world!

How the

Extraordinary Advisor Masterclass

Works

The Extraordinary Advisor Masterclass is designed to find your superpower and set up processes that will grow your emotional intelligence and resilience.

Designed for Optimal Learning

To get the best and most long-lasting results, the program takes place over seven weeks with a session every Tuesday. Each webinar consists of 75 minutes of instruction, interactive exercises, and group coaching. All sessions are recorded and available for review up to 90 days after the masterclass ends.

Implement as you Go

Best of all, you'll leave each week with an action plan! Not homework exactly, but a checklist of steps to take… exercises to practice… tools to try out… that can make an immediate and positive impact on your business, clients, and communications.

Here's what you'll learn:

and the tools and resources you'll get for attending each workshop:

Session

01

How to Build a Winning and Prosperous Mindset

Overview: In the new reality we are living in, the difference between those who excel and prosper and those who languish does not lie in their technical knowledge, niche, or even their marketing strategies. It's based upon having the right thoughts, beliefs, and habits to lay the foundation for success.

Concepts explored: Mindfulness, Stress Management, Meditation

What you'll learn:

  • How to build mental conditioning for success
  • Ways to use mindfulness to grow your connections with others
  • How to overcome internal roadblocks to your business growth

Tools & resources you'll get:

  • Resources for super-quick ways to incorporate mindset training in your daily life
  • A script for how to start meetings with your team to get everyone's head in the game

Session

02

Amplify Your Influence: How to Communicate So Your Clients and Team Will Listen

Overview: You have great advice to share, yet clients can't always hear what you're saying and sometimes don't act on your suggestions. With all of the challenges in the world today, communication is getting even more difficult. You can be an even more powerful communicator if you know the steps to take.

Concepts explored: Mindful Listening Skills, Empathy

What you'll learn:

  • What to do to get your clients present and clear to hear what you have to say
  • How to hear what clients mean but aren't saying
  • How to listen and communicate when talking to groups

Tools & resources you'll get:

  • The top 10 questions to ask to build even deeper client relationships

Session

03

How to Set High-Octane Goals

Overview: What if everything you've learned about how to set goals in your practice was sending you down the wrong path and actually holding you back? Learn how to tweak your plan to turn your business vision into a reality.

Concepts explored: Visualization, Prosperity Mindset, Self-Beliefs

What you'll learn:

  • Why most goals advisors set are destined to fail
  • Getting rid of limiting self-beliefs
  • A fun and easy way to create goals you can actually reach and be thrilled about
  • How to keep your goals front and center to boost your likelihood of success

Tools & resources you'll get:

  • Prosperity Map template
  • Your individual Prosperity Picture
  • Your one- and five-year goals

Session

04

Attracting Your Ideal Clients

Overview: Do you cringe when certain clients call? What if you never again had to work with a difficult person again? Imagine having your perfect clients find you!

Concepts explored: Authenticity, Emotional Intelligence

What you'll learn:

  • How to identify your ideal client
  • Actions to take to attract this ideal client to your practice
  • Ways to boost your referrals without directly asking for them

Tools & resources you'll get:

  • Your Perfect Fit Client Attraction Plan

Session

05

Your Superpower—Finding Your Unique Edge

Overview: Clients are no longer compelled to work with advisors who are physically close now that video conferencing has become so mainstream. Which means it's more important than before to stand out from your competitors. If you've ever felt it was a challenge to differentiate yourself from the competition… identifying your superpower will change everything.

Concepts explored: Superpowers, Imposter Syndrome, Big Word

What you'll learn:

  • How to identify a superpower that sets you apart from the rest
  • How to focus your team find their superpowers
  • How to use your superpower to grow your practice
  • How to fight off Imposter Syndrome

Tools & resources you'll get:

  • Find Your Superpower Worksheet
  • Your Big Word to use as the foundation for your client messaging
  • Your Prosperity Triangle (maps out your three biggest strengths and how to use them)

Session

06

Doing Work that Matters

Overview : What if you could make an even bigger difference in the lives of your clients and their families? Imagine if your work consistently felt like a calling and not a job? This can happen. You can create a business that changes the world. Sounds big? Yes. And, you have the power to do this!

Concepts explored: Gratitude, Generosity

What you'll learn:

  • How to build your business based upon generosity
  • How to create a "corporate halo" around your work
  • Strategies to get your team as committed to your business as you are

Tools & resources you'll get:

  • The Generosity Focused Marketing Plan
  • Your Money/Business Manifesto

Session

07

How to Boost Your Business Intuition

Overview: Do you ever get a gut feeling that you should be doing something (or not) in your business? Maybe you're thinking about a client, so you call them, and hear, "Oh! I was just about to call you!" Do you trust these internal nudges and follow them? Learn how to follow your own good intentions to create new opportunities, build relationships, and avoid missteps.

Concepts explored: Focus, Mindfulness, Intuition, Insights

What you'll learn:

  • The difference between intuition and the chatter in your head
  • How to enhance and trust your gut instincts
  • Ways to practice building your inner wisdom to help you communicate more effectively

Tools & resources you'll get:

  • Short daily practices to boost your intuition
  • Guided meditation for amplifying your business intuition

Meet Ellen Rogin.

Your Extraordinary Expert

Ellen Rogin, CPA, CFP® offers a roadmap for growth that can build an extraordinary business.

A self-styled "Abundance Activist®", Ellen outlined her success roadmap in her NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.

Ellen knows how to guide advisors to do their best work, reach their goals, and make the difference they want to make.

She successfully grew and ultimately sold Strategic Financial Designs Inc., a wealth management firm. As a former top-producing advisor for over 28 years, she used non-traditional strategies to succeed in challenging times and grew her business through multiple recessions.

Chock full of "left-brain" credentials (MBA, CPA, CFP®) Ellen also walks on the "right" side, balancing values, big picture ideas, meditation, and a sense of humor to share her methods on success conditioning.

Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, Forbes.com, and The Huffington Post. She is a regular contributor to Horsesmouth® and is a host of Horsesmouth® Advisor Radio and Horsesmouth® Live.

As an SIY Certified Teacher through The Search Inside Yourself Leadership Institute, Ellen is trained in the mindfulness and emotional intelligence leadership program which was developed at Google—giving leaders tools for focus, self-awareness, and resilience.

Ellen currently serves on the Board of Directors for Metropolitan Capital Bank in Chicago and for The Ghana Scholarship Fund.

Ellen Rogin, CPA, CFP® will show you how to
mentally train for success.

16 Traits of an Extraordinary Advisor

Extraordinary Advisors are always made, never born.

Their success is not a left-brain achievement built on academic learning, spreadsheets, or technology. They don't rise to the top because of their brilliant asset allocation models or CRMs.

Ordinary advisors become extraordinary by developing the mental conditioning that serves as the foundation to success in business and in their personal lives. They develop deep reservoirs of emotional intelligence, self-discipline, empathy, and social skills to forge lasting relationships and inspire confidence in their clients and staff.

The Extraordinary Advisor Masterclass is for advisors who passionately believe that the way to succeed is through service. They know that the best advisors:

  • Invest in their professional development
  • Master their mental mindset
  • Make deep client listening a core competency
  • Frame the conversation so clients will listen
  • Offer service to others in each goal they set
  • Create a work environment where team members never want to leave
  • Identify their superpower and use it for good
  • Value their intuition as much as their intellect
  • Attract the kinds of clients they want to work with
  • Stay calm and clear even in chaotic times
  • Stand by their beliefs and are known for their convictions
  • Create a well-thought-out business manifesto
  • Take pains to create and maintain a stellar reputation
  • Align their work with their values
  • Make people feel better about themselves just by being in their presence
  • Are clear and specific on how they provide extraordinary value to their clients

See what past attendees have to say:

★ ★ ★ ★ ★

“This was a very valuable class, with multiple practice changing, and life changing, key takeaways.”

Tom Dettre
True North Financial Planning

★ ★ ★ ★ ★

“The marketing guru Seth Godin says marketing is you being you and that’s what Ellen does. Helps you be you!”

Barry Shapiro
BShapiro Financial

★ ★ ★ ★ ★

“I highly, highly, recommend it!”

Hubert McIntosh
CPA Wealth Management & Distribution Group LLC

“I highly, highly, recommend Ellen Rogin for these reasons: I have been in three other coaching programs and this is so unique. It will create a break-out in ways you may have not thought of. It will surprise you – it’s not what you think but it will take you to a level you probably didn’t think you could get to so fast.”

SteVan Gates, | Financial Strategies Institute

“As a result of the EA Masterclass I am closing some of my largest cases and have increased my AUM by 50% in 6 months. I have become so much better at my day-to-day life—both personal and work-related. This class helps you live a better life and “work at a higher level” than I have ever worked before and it is almost effortless if you just work on a few things. I cannot thank you enough!”

Kelly O’Malley | Woodbury Financial

"I've had the opportunity to collaborate with Ellen for many years now. She's a valuable member of our HPN University Faculty and brings the unique perspective and experience of being a top financial advisor as well as an expert in unique areas such as abundance, mindfulness, and much more. A true professional with amazing content, insight, and just a wonderful spirit!"

Joey Davenport, | President Hoopis Performance Network

How Your Business Will Improve After the Masterclass:

Once you've learned the right-brain techniques for success, you'll build a business that is deeply meaningful to you. Every day you'll find yourself…

…working with the perfect clients—you hardly market, they come to you!

…amazed at how well your team is working together—they treat your business as if it were theirs!

…buzzing with more energy, excitement, and creativity than you've seen in years!

…in the flow—profits have increased, new clients find you!

…with improved patience—you get less aggravated when issues arise.

…more at ease with yourself and in your business—you know where you're going and how you'll get there!

…a master problem solver, able to find solutions to almost every client issue or challenge.

…wondering how you went from depleted and drained to purposeful and truly prosperous!

And your business will change in four exciting ways that add momentum and profits.


Your Team Will Engage

You'll show up to do the work you are most meant to do, and your team will handle the rest. They will be totally committed to the success of your clients and treat your business as if it were theirs. Your clients will rave about how smart and caring your staff is and how this always makes them feel so good. You never worry about your best people leaving—they are all at the top of their game, deeply respect your leadership, and appreciate the work environment you provide.

Your Work Will Flow

You are shocked at how much you love your work. You are able to work the hours that fit with your peak times. There is so much ease and calm in the office. Yes, there are aggravations, but you stay calm. You no longer get worked up when there is a mistake, when new compliance requirements are instituted, or when a client is upset. You are able to flow and adjust with an ease you've rarely felt. You find solutions and problem resolutions with grace and ease.

You are Making an Impact on Clients, Your Community

You know you are doing the work you are meant to do and making the difference you always desired. Your clients are so grateful for your guidance and vision. Your staff loves working for you. Your family and friend relationships are strong and loving.

You'll Become Very Profitable

It's weird how you are working less but making more money. New clients just seem to show up for you and existing clients keep buying. Business generation is easier than ever and you're hitting your goals each quarter.

What Is Your Advisor Superpower?

Tips from Success Expert, Ellen Rogin, CFP®, CPA…

I believe each of us has something we do better than most other advisors. This is our business superpower, and how you can most highly serve your clients.

To find your superpower, think about the compliments you get over and over. Then ask friends, colleagues, family, and clients these questions:

  • What do you think I'm really good at that's rare to find?
  • If you were to tell someone else about me, what would you say is one-of-a-kind about me?
  • After we have a really great conversation, how do you feel?

My superpower is calming people down. Clients may come into a meeting stressed about money or financial decisions, but by the time they leave my office, they are noticeably calmer.

When I've helped other advisors define their unique awesomeness, we discovered superpowers like:

  • "I am an encourager—I help people feel excited about what they are doing!"
  • "I make people laugh."
  • "I am the person people want to go through difficult times with. I can be in the trenches with them and they will come out on the other side stronger and better."

Once you can articulate what you are uniquely good at, you can sell more effectively, promote yourself more clearly, and serve others more deeply. It grew my business 39% during a market downturn and helped me build an extraordinary business.

Let's discover your superpower!

Cancellation and Refund policy

Your workshop registration fee is 100% refundable if you cancel and contact Ellen Rogin 30 business days or more before the event.

Cancellations received between 7-29 days prior to the event will receive a credit of 50% of the purchase price towards a future event. For cancellations received 6 days or less prior to the event, no refunds will be made.

Substitutions/name changes may be made at any time prior to the event without penalty.

For questions or to sign up by phone, Call: 1-847-716-7792