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!
The Extraordinary Advisor Masterclass
How to Be an Extraordinary Advisor Who Creates More Influence, Impact, and Income No Matter What the Markets are Doing
Want to know the secret to growing a successful advisory business? (Especially in an economic upheaval?)
I’ll give you a hint.
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 involves those factors, sure. But it’s much more than that. As you lead, you need the ability to handle distractions, manage stress, and calm anxious minds along the way.
As a financial advisor, you’re on the front line of your clients’ financial problems. This means you have the opportunity to guide your clients from fear into an abundance mindset, no matter the world’s conditions.
But between the business losses, unemployment, and health scares, it can be unrelentingly hard work that can drain and deplete your soul. In these times, advisors are being called to step forward into their highest leadership abilities and thrive.
My Extraordinary Advisor Masterclass spans seven sessions, teaching you how to use your unique superpower and tap into your inner wisdom. You’ll feel confident in guiding clients through tumultuous times, attracting new clients, and making your work more meaningful.
The Extraordinary Advisor Masterclass Sessions:
Session 1: Build a Winning and Prosperous Mindset
Session 2: Set High-Octane Goals
Session 3: Attract Your Ideal Clients
Session 4: Discover Your Superpower
Session 5: Amplify Your Influence
Session 6: Do Work that Matters
Session 7: Boost Your Business Intuition
After seven sessions, you’ll step into your practice as your most empowered self.
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.
Amplify Your Influence:
How to Communicate So Your Clients and Team Will Listen
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, and overwhelming amounts of information people are exposed to, communication and making true connection is getting even more difficult and complex.
You can be an even more powerful communicator if you know the crucial steps to take.
YOU’LL LEARN:
- What you must 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 communicate warmth and competence with your body language.
TOOLS AND RESOURCES YOU’LL GET:
- The top 10 questions to ask to build even deeper client relationships.
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.
