Project Based Consulting – Elite Advisor Institute, Inc

Project

Your firm is unique. It has your fingerprints all over it. Over the years it has increased in size and now the challenges you face are somewhat unique to your firm. 

We Understand

We know what it is like to sit in the seat of an advisor and to worry about what decisions need to be made. The resources typically available to an advisor come from either home, office or your peers. Sometimes what you really need is someone who “gets” you and your practice. With a different approach to the industry, Elite Advisor Institute approaches every challenge that an advisor faces with a unique perspective. 

We Have Been There

We know the challenges you face. With over 20 years of experience in the financial services industry, and through that experience building out a firm from $100 million to over $900 million in assets we have experienced every phase of practice development.

We Know Value

Elite Advisor Institute along with Succession Resource Group are industry leaders in valuation in the financial services industry. With over 5000 valuations completed, Succession Resource Group knows the unique characteristics that increase and decrease the value of a firm. David Hansen from Elite Advisor Institute has successfully completed 8 acquisitions over his career with nearly 100% retention. Many of these practices substantially grew post acquisition.

We offer project based consulting for specific problems. 

Moving Up Market

Helping advisors to get in front of and close larger accounts.

Marketing

How do your clients perceive you? How do potential acquisitions view your business as they evaluate you as the potential buyer of their practice? Everything you present to both clients, prospects, and potential acquisitions needs to reiterate what it is that you do. What is your unique proposition? You can’t say “We deliver excellent service” because everyone can say that.

Transitioning

Commission based to fee based. Making this transition can be challenging both from a financial perspective and from a psychological perspective.  The transition can be a smooth one if you have the right approach.

Human Capital

Helping advisors to get in front of and close larger accounts.

Financial Benchmarking

How do your clients perceive you?  How do potential acquisitions view your business as they evaluate you as the potential buyer of their practice?  Everything you present to both clients, prospects, and potential acquisitions needs to reiterate what it is that you do.  What is your unique proposition?  You can’t say “We deliver excellent service” because everyone can say that.

Work Flow analysis

Commission based to fee based. Making this transition can be challenging both from a financial perspective and from a psychological perspective.  The transition can be a smooth one if you have the right approach.

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