Join us for the Extraordinary Advisor Virtual Masterclass led by success expert Ellen Rogin, CPA, CFP®, 7 Sessions on Tuesdays starting at 12:00 pm ET/9:00 am PT-1:15 pm ET/10:15 am PT, September 10-October 22.

(Sessions will be recorded and replays will be available for 90 days)

Become the Extraordinary Advisor You Were Meant to Be!

Join us for 7 sessions of right-brain success conditioning that finds your superpower, charms prospects, and gives you a roadmap for growth...

• Yes, please sign me up for the Extraordinary Advisor Virtual Masterclass, September 10-October 22 at the rate of $1,397. I want to grow a business that is meaningful and deeply personal to me. I want to be in the flow and find joy in my work.

Session 1: Build a Winning and Prosperous Mindset (Tuesday, September 10, 12:00 pm ET/9:00 am PT-1:15 pm ET/10:15 am PT)

Overview: In the new reality we are living in, the difference between those who excel and prosper and those who languish does not lie in their technical knowledge, niche, or even their marketing strategies. It's based upon having the right thoughts, beliefs, and habits to lay the foundation for success.

Concepts explored: Mindfulness, Stress Management, Meditation

What you'll learn:

• How to build mental conditioning for success
• Ways to use mindfulness to grow your connections with others
• How to overcome internal roadblocks to your business growth

Tools & resources you'll get:

• Resources for super quick ways to incorporate mindset training in your daily life
• A script for how to start meetings with your team to get everyone's head in the game

Session 2: Amplify Your Influence: How to Communicate So Your Clients and Team Will Listen (Tuesday, September 17, 12:00 pm ET/9:00 am PT-1:15 pm ET/10:15 am PT)

Overview : You have great advice to share, yet clients can't always hear what you're saying and sometimes don't act on your suggestions. With all of the challenges in the world today, communication is getting even more difficult. You can be an even more powerful communicator if you know the steps to take.

Concepts explored: Mindful Listening Skills, Empathy

What you'll learn:

• What to do to get your clients present and clear to hear what you have to say
• How to hear what clients mean but aren't saying
• How to listen and communicate when talking to groups

Tools & resources you'll get:

• The top 10 questions to ask to build even deeper client relationships

Session 3: Set High-Octane Goals (Tuesday, September 24, 12:00 pm ET/9:00 am PT-1:15 pm ET/10:15 am PT)

Overview : What if everything you've learned about how to set goals in your practice was sending you down the wrong path and actually holding you back? Learn how to tweak your plan to turn your business vision into a reality.

Concepts explored: Visualization, Prosperity Mindset, Self-Beliefs

What you'll learn:

• Why most goals advisors set are destined to fail
• Getting rid of limiting self-beliefs
• A fun and easy way to create goals you can actually reach and be thrilled about
• How to keep your goals front and center to boost your likelihood of success

Tools & resources you'll get:

• Prosperity Map template
• Your individual Prosperity Picture
• Your one- and five-year goals

Session 4: Attract Your Ideal Clients (Tuesday, October 1, 12:00 pm ET/9:00 am PT-1:15 pm ET/10:15 am PT)

Overview : Do you cringe when certain clients call? What if you never again had to work with a difficult person again? Imagine having your perfect clients find you!

Concepts explored: Authenticity, Emotional Intelligence

What you'll learn:

• How to identify your ideal client
• Actions to take to attract this ideal client to your practice
• Ways to boost your referrals without directly asking for them

• Your Perfect Fit Client Attraction Plan

Session 5: Your Superpower—Find Your Unique Edge (Tuesday, October 8, 12:00 pm ET/9:00 am PT-1:15 pm ET/10:15 am PT)

Overview : Clients are no longer compelled to work with advisors who are physically close now that video conferencing has become so mainstream. Which means it's more important than before to stand out from your competitors. If you've ever felt it was a challenge to differentiate yourself from the completion… identifying your superpower will change everything.

Concepts explored: Superpowers, Imposter Syndrome, Big Word

What you'll learn:

• How to identify a superpower that sets you apart from the rest
• How to focus your team find their superpowers
• How to use your superpower to grow your practice
• How to fight off Imposter Syndrome

Tools & resources you'll get:

• Find Your Superpower Worksheet
• Your Big Word to use as the foundation for your client messaging
• Your Prosperity Triangle (maps out your three biggest strengths and how to use them)

Session 6: Do Work that Matters: Make Your Impact (Tuesday, October 15, 12:00 pm ET/9:00 am PT-1:15 pm ET/10:15 am PT)

Overview : What if you could make an even bigger difference in the lives of your clients and their families? Imagine if your work consistently felt like a calling and not a job? This can happen. You can create a business that changes the world. Sounds big? Yes. And, you have the power to do this!

Concepts explored: Gratitude, Generosity

What you'll learn:

• How to build your business based upon generosity
• How to create a "corporate halo" around your work
• Strategies to get your team as committed to your business as you are

Tools & resources you'll get:

• The Generosity Focused Marketing Plan
• Your Money/Business Manifesto

Session 7: Boost Your Business Intuition (Tuesday, October 22, 12:00 pm ET/9:00 am PT-1:15 pm ET/10:15 am PT)

Overview : Do you ever get a gut feeling that you should be doing something (or not) in your business? Maybe you're thinking about a client, so you call them, and hear, "Oh! I was just about to call you!" Do you trust these internal nudges and follow them? Learn how to follow your own good intentions to create new opportunities, build relationships, and avoid missteps.

Concepts explored: Focus, Mindfulness, Intuition, Insights

What you'll learn:

• The difference between intuition and the chatter in your head
• How to enhance and trust your gut instincts
• Ways to practice building your inner wisdom to help you communicate more effectively

Tools & resources you'll get:

• Short daily practices to boost your intuition
• Guided meditation for amplifying your business intuition

How Does a Virtual Workshop Work?

• Each workshop will be live streamed on Zoom and accessible from your computer/tablet
• Sessions last 75 minutes and include instruction, group discussion, and interactive exercises
• Attendees can ask questions and interact throughout the presentation
• Materials can be downloaded and adapted to your business
• Sessions will be recorded with replays available for 90 days after the Masterclass ends

Meet Ellen Rogin, Your Extraordinary Expert

 

Ellen Rogin, CPA, CFP^®
will show you how to
mentally train for success.

Ellen Rogin, CPA, CFP® offers a roadmap for growth that can build an extraordinary business.

A self-styled "Abundance Activist®" and financial intuitive, Ellen co-authored the NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. She outlines her transformational relationship with Money roadmap in her most recent Amazon best-seller, Messages from Money: How to Stress Less, Prosper More, and Reshape Your Relationship with Money.

Ellen knows how to guide advisors to do their best work, make more money, have more fun, and create the difference they want to have in the world.

She successfully grew and ultimately sold Strategic Financial Designs Inc., a wealth management firm. As a former top-producing advisor for over 28 years, she used non-traditional strategies to succeed in challenging times and grew her business through multiple recessions.

Chock full of "left-brain" credentials (MBA, CPA, CFP®) Ellen also walks on the "right" side, balancing values, big picture ideas, meditation, and a sense of humor to share her methods on success conditioning.

Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, Forbes.com, and The Huffington Post. She is a regular contributor to Horsesmouth® and is a host of Horsesmouth® Advisor Radio and Horsesmouth® Live.

As an SIY Trained Teacher through The Search Inside Yourself Leadership Institute, Ellen facilitates the mindfulness and emotional intelligence leadership program which was developed at Google—giving leaders tools for focus, self-awareness, and resilience.

Ellen currently serves on the Board of Directors for Metropolitan Capital Bank in Chicago, The Ghana Scholarship Fund and City Kids Camp.

Sign Up Today to Receive These “Success Conditioning” Assets:

• Exercises for super quick ways to incorporate mindset training in your daily life
• A script for how to start meetings with your team
• Prosperity Map template
• Your individual Prosperity Picture
• Your one- and five-year goals
• Your Perfect Fit Client Attraction Plan
• Find Your Superpower Worksheet
• Your Big Word to use as the foundation for your client messaging
• Your Prosperity Triangle (maps out your three biggest strengths and how to use them)
• The top 10 questions to ask to build even deeper client relationships
• Generosity focused marketing plan
• Your Money/Business Manifesto
• 10 questions to ask yourself daily to boost your intuition
• Guided meditation for amplifying your business intuition
• 60 days of on-demand reviews of the Masterclass workshops

Cancellation and Refund policy

Your workshop registration fee is 100% refundable if you cancel and contact Horsesmouth's Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given.

Substitutions/name changes may be made at any time prior to the event without penalty.

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information.

Can't Make It Now?

Click this link and we'll add you to our workshop information list. When a new workshop date is announced, you'll get notified.

FOR INSTANT SERVICE, Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.): 1-212-343-8760