THE ELITE ADVISOR TOOLS

AVERAGE IS THE OLD WAY,

IT'S TIME TO BECOME ELITE

Resistance assessment

  • What is holding you back? You'll know in 5 minutes

  • Want to breakthrough? Become an Elite Advisor

  • Don't be alone. We're here to help you grow

Value First Prospecting

  • Client attraction system that eliminates cold calling

  • High-value client retention framework

  • Automated referral generation process

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Whiteboarding Videos

  • Real ideas Sten shares with his clients at Legacy

  • "Increased planning fees 200% in 90 days" - Michael R.

  • Communication is the key to clients saying YES

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