Be a Transformational Advisor and Help Your Clients Move from Worry to a Wealthy Mindset
Join us for
The Cultivating Wealth Mindsets Masterclass
led by success expert
Ellen Rogin, CPA, CFP®
12 Sessions - Live & recorded!
Tuesdays, June 4th - August 20th
2:00pm-3:15 pm CT / 3:00pm-4:15pm ET
Learn to Be a
Transformational Advisor
by attending the:
The Cultivating Wealth Mindsets Masterclass: Spark Transformation in Clients and Prosper Together
- Distinguish Yourself as a Transformational Advisor Who is an Agent of Impact.
- Learn to Create More Influence, Impact and Income While Making the Difference You are Meant to Make!
- Discover the Ways to Help Your Clients Have Wealthier Mindsets and Shift Their Relationship with Money for the Better.
Learn the techniques for growing a deeply personal, connected and successful business by being a part of:
The Cultivating Wealth Mindsets Masterclass:
Spark Transformation in Clients and Prosper Together
June 4th - August 20th
What you'll learn
Join prosperity expert, success coach and former top-producing advisor, Ellen Rogin, CPA, CFP® as she guides you through the "Cultivating Wealth Mindsets Framework"
Is the Cultivating Wealth Mindsets Masterclass right for you? ▼
check out this short video...
The Framework will show you how to:
- Help your clients avoid making mistakes with their money
- Guide clients from worry to wealthy mindsets
- Learn the great questions you'll use to build relationships and trust
- Boost your abilities to be present and comforting when clients go through life transitions (divorce, death, etc.)
- Learn what to say when your clients are making decisions that seem illogical
- Truly make the impact you know you were meant to make
- 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 captivate 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 online every Tuesday from June 4 - August 20. Learn new growth techniques to boost prosperity for you, your team and your clients!
Want to know the secret to growing a successful, purposeful financial advisory business?
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 connect at the most human levels with your clients, handle distractions, manage stress, and calm frightened people.
What got you to your current level of success won't keep you there and certainly won't help you break through to the next level of impact. These are the times when Transformational 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 Transformational Advisors know that others don't?
They know that the path to growth means developing a mindset for success and having their clients feel better about themselves after being with you.
Use mental techniques and tools to train your thinking. Upgrade your communication skills. Use your unique superpowers for good—and for growth.
AND, know how to connect deeply with clients so that they are so thrilled about working with you they become raving fans.
You can be the leader your team and your clients need. You can go from feeling frustrated 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 90-day Cultivating Wealth Mindsets Masterclass, June 4th - August 20th.
Designed to ignite your insights, imagination, intuition, and inspiration - this transformational program will show you how to:
- Enhance your relationship with Money and help your clients do the same
- Grow your ability to calm & connect deeply with 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
- Learn what to say and what not to say to better connect with clients
- Upgrade your communication and empathy skills
- Breakthrough invisible barriers to success
- Create a business that achieves your vision and changes the world!
How the
Cultivating Wealth Mindsets Virtual Masterclass
Works
This Transformational Advisor Masterclass is designed to build your connection superpowers and set up processes that will grow your emotional intelligence and resilience. Plus you will grow your toolkit for supporting your clients in enhancing their relationship with Money.
To get the best and most long-lasting results, the program takes place over 12 weeks - with a session every Tuesday.
The Masterclass consists of:
- 6 (75-minute) sessions of live, virtual instruction with Ellen Rogin (recorded for you to review the replays).
- 4 (60-minute) Ask Me Anything sessions (AMAs) to bring your toughest client situations for coaching suggestions from Ellen and the people in your cohort.
- 3 (60-minute) guest speaker sessions.
You'll experience interactive exercises and group coaching along the way. All sessions are recorded and remain available for your review after the Masterclass ends.
Implement as you Go
Best of all, you'll leave each week with a checklist of steps to take ... exercises to practice ... tools to produce ... that can make an immediate and positive impact on your business, team, clients and communications.
What would it be like if your clients had a better relationship with their money?
Here's what you'll learn + the tools and resources you'll get for attending each of Ellen's sessions of the Masterclass:
How to Build a Sustainable Prosperous Mindset
Overview: We all have a relationship with Money whether your clients are aware of it or not. We'll explore why this relationship matters, how it's formed, and ways to shift from scarcity thinking to an abundance mindset.
What you'll learn:
- How to identify if your clients are scarcity or abundant thinkers
- Tools for shifting from scarcity to abundance thinking
- Discover what your clients believe about money
- Strategies to move through limiting money beliefs
- How to fight off imposter syndrome
- How to overcome internal roadblocks to your business growth
- How to support your clients to overcome their internal limiting beliefs so they can meet their goals
Tools & resources you'll get:
- The powerful questions to build connection and discover money beliefs
- Resources for super quick, easily implementable ways to incorporate mindset training into daily life
How to Build Transformational Relationships with Clients
Overview: To be an Agent for Impact you must be able to easily and consistently build deep client relationships. The kind of relationship where your clients tell you what is really going on for them and they leave meetings feeling better. Not only will you support them to transform their lives but they will share with their friends and family how invaluable they know you are to them.
What you'll learn:
- How to get in the hearts and minds of your clients using Empathy Maps
- How to reduce judgments and boost curiosity
- How to deal with the red flag of defensiveness
- How to identify the conversation your client is truly wanting to have and how and when to go deeper
Tools & resources you'll get:
- The words to use and not to use in meetings
- How to use your body language to communicate connection and confidence
- Strategies for connections in online meetings
Amplify Your Influence: Getting Clients to Truly 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.
What you'll learn:
- What to say to help ensure your clients and prospects follow through
- How to communicate so your clients know you care
- 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
Tools & resources you'll get:
- Human-Centric Questions to use in all stages of your client relationships.
- A format for meetings that engages and opens clients to hearing your good advice
Making Your Mark with Your Business: 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!
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:
- Your Big Word to use as the foundation for your client messaging
- Your Prosperity Triangle which maps out your three biggest strengths and how to use them
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.
What you'll learn:
- The difference between intuition and the chatter in your head
- How to enhance and trust your gut instincts
- How to use your intuition to better sense what your clients need from you
- 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 Transformational Guide
Ellen Rogin, CPA, CFP® offers a roadmap for growth that can build an extraordinary business.
A self-styled "Abundance Activist®" and financial intuitive, Ellen co-authored the NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. She outlines her transformational relationship with Money roadmap in her most recent Amazon best-seller, Messages from Money: How to Stress Less, Prosper More, and Reshape Your Relationship with Money.
Ellen knows how to guide advisors to do their best work, make more money, have more fun, and create the difference they want to have in the world.
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 Trained Teacher through The Search Inside Yourself Leadership Institute, Ellen facilitates 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, The Ghana Scholarship Fund and City Kids Camp.
Ellen Rogin, CPA, CFP® will show you how to
mentally train for success.
18 Traits of a Transformational Advisor
Transformational Advisors are committed to their personal growth and constant improvement.
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.
Traditional advisors become Transformational 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 vital social skills to forge lasting relationships and inspire confidence in their clients and staff.
The Cultivating Wealth Mindsets Virtual 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
- Ask great questions and deeply listen to what their clients have to say
- Offer service to others in each goal they set
- Create a work environment where team members never want to leave
- 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 values and are known for their convictions
- Explore their own money mindsets and commit to move through limits
- 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
- Know that money has an energy and we all have a relationship with our money
- Understand prosperity is more than a number on a net worth statement
- Believe in the power of generosity
What People are Saying About Ellen's Programs:
★ ★ ★ ★ ★
“I couldn't look forward to something more each week than participating in these classes! ”
Lauren Hawekotte, CFP®
Hawekotte Financial
★ ★ ★ ★ ★
“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
★ ★ ★ ★ ★
“Ellen is truly authentic and so smart!”
Wendy Baum, CPA, JD, CDFA
Infinity Strategic Partners, 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
“The content of Ellen's programs is off the chart rich! I'm happier personally, happier at work doing more of what I love, and my business has doubled. I've had the highest increases ever and I've been in business 20 years! As a result of the 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 techniques for Transformation, you'll build a business that is deeply meaningful to you.
Every day you'll find yourself…
… working with the perfect clients—who rave about you to their friends!
… 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 felt in years!
… in the flow—profits have increased, new clients find you!
… your patience has improved—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.
… thrilled about 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 and 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 a Valuable 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 doing more business with you.
Invest in Your Business
and Yourself
As an advisor who deeply cares about your business, your clients, and your own personal development, investing in training that will help you grow is crucial.
Each plan is designed for the level of depth you're called to and the gains you desire to see.
I’m ready to learn!
The Cultivating Wealth Mindsets
Virtual Masterclass
A 90-day Live and Recorded Masterclass
◆ 6 Classes led by Ellen
◆ 3 Ask Me Anything office hour sessions with Ellen
◆ 3 Expert Guest Sessions
◆ Messages from Money book
◆ Unlimited email support from Ellen
Tuition: $2,054
Let’s boost the transformation!
The Quick-Start Accelerator Package
Want to kick start your business growth in just 90 days? Why wait to break through to the next level?
The Cultivating Wealth Mindsets Masterclass
A 90-day Live and Recorded Masterclass
◆ 6 Classes led by Ellen
◆ 3 Ask Me Anything office hour sessions with Ellen
◆ 3 Expert Guest Sessions
◆ Messages from Money book
◆ Unlimited email support from Ellen
PLUS:
» 3 one-on-one Business Accelerator consultations with Ellen (60 minutes each). Ellen will go deep with you to get to know what to do and how to do it to boost your success
You’ll:
» Identify how to talk about your business and set yourself apart from the competition
» Clarify your ideal client and how to find and attract them
» Pinpoint the action steps to turn to your business vision into a reality
Tuition: $3,258
I'm All In!
The Total Business Transformation Package
Don't miss this opportunity to partner with Ellen and unlock your full potential as a transformational advisor. Join the Total Business Transformation Package today and create a practice you love that loves you back. Let's turn your vision into a reality with ease and joy.
The Cultivating Wealth Mindsets Masterclass
A 90-day Live and Recorded Masterclass
◆ 6 Classes led by Ellen
◆ 3 Ask Me Anything office hour sessions with Ellen
◆ 3 Expert Guest Sessions
◆Messages from Money book
◆ Unlimited email support from Ellen
PLUS:
▶Work with Ellen over the next 7 months to accelerate your business growth, make more money, have more fun, and make the difference you were meant to make.
Each month you’ll have:
▶1 60-minute accelerator session. These calls are customized to your specific needs and goals.
▶2 30-minute check in calls.
▶Unlimited email, text, or phone support as needed.
▶A specially designed box of goodies to propel your energy and growth.
Tuition: $7,130
Cancellation and Refund policy
Your workshop registration fee is 100% refundable if you cancel by contacting Ellen Rogin 30 business days or more before the event.
You can reach Ellen at ellen@ellenrogin.com or
at 1-847-716-7792.
Cancellations received between1-29 days prior to the event will receive a credit of 50% of the purchase price toward a future event or products. No refunds will be made once the course has started.
Substitutions/name changes may be made at any time prior to the event without penalty.
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