Helping financial professionals unlock greater prosperity, success, and fulfillment.
Helping financial professionals unlock greater prosperity, success, and fulfillment.
Special Report:
Money Talks! Bigger Conversations, Greater Impact
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!
Special Report:
What Do Extraordinary Advisors Know That Others Don’t.
Keynotes for Financial Services Conferences:
PROSPERITY FROM THE INSIDE OUT: The Hidden Driver of Production, Client Attraction, and Lasting Success
What if the biggest driver of your success isn’t your strategy, your process, or your expertise?
This keynote reveals the hidden internal factors that influence production, client attraction, leadership, and long-term success.
Ellen shows financial professionals how their internal relationship with money, success, and prosperity directly impacts production, client attraction, and long-term sustainability.
When that internal dynamic shifts, everything on the outside changes.
KEY OUTCOMES:
This program is designed to help advisors and leaders:
• Break through invisible income and production ceilings
• Attract higher-quality clients with less effort
• Increase confidence in conversations, recommendations, and pricing
• Move out of pressure, burnout, and constant chasing
• Expand their capacity to create, hold, and grow more wealth
WHAT MAKES THIS DIFFERENT:
Most financial industry programs focus on external strategies – sales processes, marketing tactics, and productivity systems.
Ellen addresses the internal patterns that determine whether those strategies actually work. This is the work behind the work.
It is why two advisors with the same strategy produce dramatically different results.
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.
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.
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 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.
