Build upon your business success.
Build upon your business success.
Once a top-producing financial advisor, I speak from experience when designing my workshops.
I built, and ultimately sold, my wealth management practice using strategies and techniques not typically taught in the financial services industry. These go beyond practice management and focus on both relationship management and self-management. Now, more than ever, these are the skills you need to grow and flourish as a financial advisor.
My workshops and masterclasses are designed to help you grow your influence, impact, and your income. Imagine making more money, loving your work, and making the difference you are meant to make in the world!
Money Talks!
Amplify Your Impact: Bigger Conversations, Better Results
In today’s world, where trust and connection are essential, financial advisors must go beyond delivering advice to create truly impactful client relationships. Yet, with overwhelming amounts of information and distractions, meaningful conversations can feel more challenging than ever.
This program equips financial advisors with the skills to transform client conversations into powerful, results-driven dialogues that deepen trust, inspire loyalty, and drive growth. As part of this engaging session, participants will use Money Talks! cards—an interactive tool that sparks meaningful discussions and opens the door to deeper client connections.
YOU’LL LEARN:
- How to lead conversations that engage clients on a deeper level and align with their values and aspirations.
- Techniques to uncover what clients mean but aren’t explicitly saying—making them feel truly heard and understood.
- Proven strategies to foster trust, loyalty, and connection that translate into long-term results for your business.
TOOLS AND RESOURCES YOU’LL GET:
- The top 10 questions to ask to build even deeper client relationships.
Keynotes for Financial Services Conferences:
How to Set High-Octane Goals: From Goal Setting to Goal Getting
What if there was a different way to look at the goals in your business? By making some slight adjustments it can make the difference between excelling and missing the mark. Learn how to tweak your plan to turn your business vision into a reality.
YOU’LL LEARN:
- Why most people set the wrong type of goals.
- A fun and easy way to creat goals you can actually reach and be thrilled about.
- How to keep your goals front and center to boost your likelihood of success.
TOOLS AND RESOURCES YOU’LL GET:
- Custom designed goals workbook for your organization.
Keynotes for Financial Services Conferences:
How to Set High-Octane Goals: From Goal Setting to Goal Getting
What if there was a different way to look at the goals in your business? By making some slight adjustments it can make the difference between excelling and missing the mark. Learn how to tweak your plan to turn your business vision into a reality.
YOU’LL LEARN:
- Why most people set the wrong type of goals.
- A fun and easy way to creat goals you can actually reach and be thrilled about.
- How to keep your goals front and center to boost your likelihood of success.
TOOLS AND RESOURCES YOU’LL GET:
- Custom designed goals workbook for your organization.
The Breakthrough Mindset:
Train Your Brain for Extraordinary Results
The difference between those who excel and prosper and those who stall in their businesses doesn’t merely lie in technical knowledge, niche, or even marketing strategies. The difference lies in your ability to put your attention, focus, and energy on those drivers that truly attract success to produce the results you desire.
Learn to be in a flow state more consistently, to grow your business, and to love your work. When you discover how to direct your thinking, create a powerful vision of success, and take smart, aligned actions everything becomes easier. You can go so much further so much faster.
YOU’LL LEARN:
- The two most important steps to take before you step into action.
- How to stay focused and optimistic even when change is happening all around you.
- The daily practices to help breakthrough to your next level of success.
TOOLS AND 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.
The Extraordinary Advisor Accelerator Program
Ellen works one-on-one with a select group of financial advisors who are committed to growing their practices and making a bigger impact with more joy and ease. To see if this is right for you book a discovery session with Ellen.
