Elite Advisor Live
A two-day accelerator that levels up your practice. Get hands on at the whiteboard with how to prospect, communicate your value, and build a financial plan your clients truly value.
Reserve Your Seat Questions? Book a CallThe room is capped at 30 and filling fast — only a handful of seats remain.
You don't just learn the Elite Model. You practice it live, with coaching, until it's yours.
What you'll practice
Stop chasing and start attracting.
Lead with real ideas and build a pipeline that doesn't run on your energy.
Make them feel it, not just hear it.
Run a whiteboard conversation that moves people from confused to convinced.
Charge for the plan, not just the products.
Sten built his practice on creating and charging for real financial plans, and built PlanScore to produce beautiful, easy to understand plans in a fraction of the usual time. Learn to build plans clients act on, and to get paid for the planning itself.
What you'll leave able to do
Concrete skills you take home and run Monday, not a binder you file away.
Communicate your value
Make clients feel your worth, not just hear it.
Quantify what you're worth
Put real language and structure to the value you deliver.
Build plans clients act on
Financial plans they actually understand and use, not file away.
Charge for the plan
Get paid for the planning itself, not just the products.
Attract the right prospects
A pipeline that does not run on your energy.
Run the whiteboard conversation
Move a prospect from confused to convinced.
Hear it from advisors who've been in the room
Real advisors on what changed for them after two days at the whiteboard.
Most advisor events, you watch. This one, you practice.
Elite Advisor Live is a working room capped at 30 people. You're not in the audience, you're at the whiteboard, bringing your real prospects and plans and working them in front of the room with Sten and the team there to teach, train, and coach.
Two days of real reps, then a system you can run when you get home.
Reserve Your SeatEvent Agenda
Two days built around the three focus areas, with time to practice each one.
Earn 5 CFP® CE Credits
Included at no additional cost. After we receive your CFP ID, we submit your attendance to the CFP Board on your behalf.
In their words
"Using the system, I landed a $20,000 client."
"The results are 10x what I paid."
"I wish I would have come sooner."
"It works. I now know how to quantify my value."
Individual experiences from past attendees. Results vary and are not a guarantee of future outcomes.
Reserve your spot
Join Sten Morgan and the team at the offices just outside Nashville to learn the Elite Model and practice it in the room. Two days. One small room. The three things that decide whether your practice grows.
Elite+ members, email [email protected] for your coupon code.
Travel details
Monday & Tuesday
Franklin, TN 37067
30 minutes from event
Suggested hotels
Homewood Suites
0.2 miles from event. Closest for walking. No food options on site.
Drury Plaza Hotel
0.7 miles from event. Hot breakfast & dinner provided. Walkable with safe crosswalks.
Hilton Cool Springs
1.7 miles from event. Restaurants within walking distance. May need transportation to event.
Free headshot session
While you're here, get professional headshots you fully own and can use across your marketing. One more thing you take home from the two days.
By completing your purchase, you agree to the following. All ticket sales are final and non-refundable. No refunds will be issued for any reason, including scheduling conflicts, travel issues, illness, or failure to attend.
If you cannot attend, you may transfer your ticket to another person by emailing [email protected] with the new attendee's full name and email before the event, or apply your ticket value as a credit toward another EAN live event if you notify us in writing before the event start date. Credits must be used within 12 months and may not be applied to memberships, subscriptions, or digital products. Any price difference for a future event is the responsibility of the attendee.
EAN reserves the right to modify event details including date, location, speakers, or format if necessary. By purchasing, you acknowledge and agree to these terms.