We Can Turn Your Advisors Into Planning Pros In Two Days

We help your advisors boost planning fees, unlock clarity, and grow firm-wide confidence in selling planning.

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Why Industry Leaders Work With Elite Advisor Network

Over 1,000 Advisors Trained In Person

Our in-person training helps advisors build the skills and confidence to successfully sell planning.

$10M+ in Planning Revenue

Our proven methods consistently produce planning ROI — most within 90 days or less of implentation after How To Charge Live Workshop.

Trusted by Industry Leaders

Regional leaders from major firms choose How To Charge Live Workshop and Whiteboard University to drive real improvement in planning.

Private Training Options

How To Charge LIVE Workshop

2-day immersive training
Up to 40 advisors per session
Roadmap to confidently sell planning
Earn CE credits + follow-up coaching

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Whiteboard University Workshop

Live visual strategy training
Choose the topics or poll your team
Includes small group coaching
Private registration + lifetime replay

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Regional leaders from major firms consistently choose to send their leaders to the How to Charge Live workshop and Whiteboard University to drive real improvement in planning.

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What Our Clients Say

See how our training transforms advisor confidence and revenue.

John Donnelly

Regional Manager

"The How To Charge Live Workshop transformed how our advisors communicate their value. Planning fees increased by 40% across our region within 90 days of implementation."