Welcome to EAI
Top financial advisors recognize the value of seeking professional guidance from consultants and coaches in order to realize their firm’s maximum potential. Even the most successful advisors understand the need to continually hone and expand their skill set and expertise to stay ahead in an increasingly competitive marketplace. No matter how successful they may be, there is always room for improvement; in fact, the International Coaching Federation found the median ROI of firms that utilize professional coaching to be around 700%.
“The investment advisor model has completely transformed in the past ten years. Many Advisors are uncertain about the implications of technological advancements, heightened competition, and increased complexity in managing their business”, says David Hansen. “Financial Advisors need someone to identify areas of their firm that need improvement, which can be difficult to do from the trenches. After these areas have been identified they need someone to help them craft the right solution and effectively implement it.”
At Elite Advisor Institute we have designed our consulting program with the end in mind, focusing on what the top advisors in financial services industry need. Using our proprietary data from financial advisors across the country, we measure the state of your business and help implement strategies to increase productivity and employee satisfaction.