EAG offering insight, education and practical marketing tools for financial advisors. EAG is your competitive advantage.

1. What is EAG?

Elite Advisor Group is a marketing company. Our sole mission is to help financial advisors achieve better results. We offer the timeliest marketing concepts for capturing boomer assets, tax planning, stronger branding and overall better marketing.

2. How does it work?

There are several ways you can integrate us into your business.

• Our subscription-based website offers a wide array of tools like:

  	Presentation Concepts ‘One page’ point of sale pieces that help educate and inform prospects and clients about the financial concepts you are discussing with them. You can use these individually or in a package. Many advisors use them as handouts during new client meetings or as follow-up pieces after a workshop.		Advanced Sales Concepts These are turnkey marketing programs. For instance, we have tax and IRA planning programs that not only give you the technical insight you need to grow in these area but also the marketing direction to turn them into profitable additions to your portfolio. Each package contains training presentations, point of sale pieces, marketing tips and a step-by-step action plan to help you successfully implement.
  	Virtual Coach We’ve loaded hours of streaming media that will education and train you and your staff to do a better job in tax and IRA planning, branding and target marketing.		Product Info In one easy to use interface, you can tap into the power of a full I-pipeline data feed to research annuities, long term care and life insurance policies. You can also download the paperwork needed to actually complete the transacti

You can also purchase several of our concepts individually

We are offering a few of our Advanced Sales Concepts on a ‘one off’ basis for a one time fee. This enables advisors at all levels to access a ‘complete’ marketing program.

• Consulting

Finally, we offer individual mentoring to top advisors. You will work one on one with a principal of the firm. In the past, this sort of access was unavailable, but now we can offer packages of consulting services for individual advisors, distributors of financial institutions.

3. How will it make me more successful?

Competition is a reality. How do you get a competitive advantage? Information is not enough. Today you need someone with experience and past success who can help you ‘own’ your target market.

You will find a ‘complete’ approach to marketing concepts. What is a complete program?

The complete program includes deep technical proficiency, tools to increase self-awareness and self-initiation and up-to-date practice management tools. Very few advisors have adopted a systematic approach to prospecting. That is core to our recommendations for you. The need for systematic prospecting practices manifests itself as 70% to 93% of advisors are ‘very worried’ about sourcing new affluent clients. ¹ Our plan is to offer training and coaching for advisors as well as making available to them sources or third party vendors to generate prospecting solutions.

4. Why EAG?

To become personally wealthy, information is simply not enough. We have taken the insights, techniques and tools acquired over 3 decades from our personal advisory success, our training and coaching business and constructed skills-based programs to help advisors grow their business. You will benefit not only from the successes of industry leading Certified Financial Planners™ but also from the shared experiences of the hundred of advisors we have trained and mentored over those years.