Elite Prospecting & Marketing

Discover next level lead generation with prospecting and
marketing skills that will change the trajectory of your business

What is Elite Prospecting & Marketing?

More prospects, more sales, and more revenue.

Whether you’re a seasoned professional or in your first few years of the business, being able to prospect effectively and generate new leads is paramount to your success.

The Elite Prospecting & Marketing course focuses on two foundational disciplines necessary for business and revenue growth: mastering your mindset and perfecting your prospecting efforts so you have more leads and more opportunities.

We all understand no matter how positive and growth-focused you may be, if you are not disciplined in your prospecting efforts, you won’t get in front of enough qualified prospects to build your business.

You shouldn’t be reinventing the wheel each time you prospect for new business. With a standardized, (and successfully proven) way to prospect, market, and reach new prospects, you’ll be equipped to take your revenue goals to the next level with certainty.

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What's included in Prospecting & Marketing?

Access to online self-paced program
The Elite Mindset course (all modules and materials)
Prospecting & Marketing course (all modules and materials)
Exclusive scripts for better prospecting & sales
Exclusive discounts on future modules, courses, and Mastery membership

Prospecting Perfected

Elite Prospecting & Marketing is ideal for advisors (independent or part of a larger organization) looking to grow their book of business, improve their prospecting results, set more appointments, and generate more overall revenue.

Two high-value courses designed to help you become a confident prospecting machine:

THE ELITE MINDSET

How mastering your mindset will catapult you to the next level.

How to use the “C.A.N.I. Concept” to sharpen your mindset and improve your results.
A critical ‘Current State of Your Business’ Quiz you must take ASAP.
How to know if your actions are congruent and aligned with your goals.
A key “End of Life” exercise to put everything in your life into proper perspective.
An exclusive activity tracking tool that will change how you get things done.

PROSPECTING & MARKETING

9 Ways to Bring in More Clients in Less Time with Less Money

The 2 main psychological factors drive all decisions for your clients.
Using the ‘No Family, Friends & Neighbors Policy’ to build your pipeline.
What early AM tasks bring in the most small-business clients.
The FASTEST way to build your firm.
My pre- and post-scripts, sample flyers, and resources.

You're a good fit for Elite Prospecting & Marketing

YOU WANT TO CLOSE

You’re an advisor building a book of business on your own, and you’re looking to close more business – you just need to generate more leads and have a repeatable process to follow every time you prospect.

YOU WANT TO PROVIDE

You have reached a level of success, but you’re realizing the old ways of prospecting and closing simply aren’t working as well anymore. You’re looking to demonstrate even more value to your prospects and want proven methods, strategies, and techniques that will add to your bottom line.

YOU'RE A GO-GETTER

You’re a driven advisor that doesn’t need your hand held or extra guidance to implement the training materials and methods. You’re ready to do the work and emerge successful with an affordable and easy-to-follow business building program.

What's Stopping You?

Imagine the impact of modeling the exact scripts, strategies, and business building methods from a Barron's Top 100 Advisor to help take your business to the next level. In a year from now, you'll wish you started today. So start today.

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“I wish I took this course when I first started. It would have helped me set up my business the way I wanted and have a plan for the future. This information is exactly what an advisor building a business needs. I don’t know of any other course that shares so much information, in such a short period of time and without unnecessary fluff.”

– MARIA K. –

Enroll in Prospecting & Marketing

This is your opportunity to draw immeasurable value from a Barron’s Top 100 advisor, and learn exactly how to apply it to your business, your sales, your prospecting, and your life.

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What Will You Receive?

★ Private Dinner the Night Before
We believe the best way to build better businesses and blow away previous records starts by breaking bread together. You’ll join Erin and her team for an intimate dinner to share stories and explore what’s to come.

★ Navigating the Mindset Minefield
The lens through which you view the world and your business is more powerful than any tool you could acquire. Discover the one secret she uses to defeat the gauntlet of negative thinking, and what made her a pro at achieving even in what others may see as a “down market.”

★ The “Secret Sauce” to winning over prospects in 20 minutes or less
Learn what Erin does to completely differentiate herself and her business from all other advisors in the marketplace. Learn her winning formula for closing prospects on the very first meeting.

★ Prospecting & Marketing Mastery
Get the inside scoop on how Erin built her book of business without prying for referrals from friends, family, or neighbors, and the exact pre- and post-appointment scripts you can steal and use in your business immediately.

★ Building a ROCKSTAR Team
Learn what Erin uses to identify rockstars on her team, and what you can do to turn good players into great ones in your business. This is where your firm will start making exponential gains, and she’ll show you the easy way to make it happen, no matter your location or clientele.

★ Flipping the Owner Switch
Discover how she built her business with systems and processes that made it grow by itself. Get the exact formula for automating elements and earning back your freedom. Learn what it takes to flip the switch to become an owner, and step away from being a day-to-day advisor.

★ …..and More

This exclusive mastermind is designed to give you everything you need in just a single day!

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Elite Prospecting & Marketing