Become a Member | Ed Slott and Company, LLC

Become a Member

Are you seeking advanced, on-going training that will make a specific difference in the success of your business? Are you searching for a network of competent, educated financial advisors with which to discuss best practices and marketing ideas? Are you looking to brand yourself as a top-level advisor who invests in both their clients and their business?

 

Ed Slott's Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott has created Ed Slott's Elite IRA Advisor Group℠ as a single resource for serious professionals. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients, brand their business and reach new, high-net-worth prospects.

To be eligible to join Ed Slott's Elite IRA Advisor Group℠, you must complete Ed Slott and Company's 2-Day IRA Workshop or Ed Slott and Company's eSeminar Series.

 

Review the brochure to learn more about this prestigious organization and the benefits of membership.

Ed Slott’s Elite IRA Advisor GroupSM meets twice per year to tackle the latest IRA and tax law updates, network with like-minded financial professionals and receive expert technical and marketing information from the nation’s top financial minds.

Below is information for our next workshop.

October 25-27, 2018

May 2-4, 2019

Loews Coronado Bay Resort
4000 Coronado Bay Rd.
Coronado, CA 92118
(619) 424-4000

The Westin Galleria
13340 Dallas Pkwy.
Dallas, TX 75240
(972) 934-9494

   
   

Please check the membership section of the website for the full workshop schedule along with dates and times for your applicable group number.

“Ed and his staff make the difficult easy and have the answers when I need them.  He is always in search of better tools and greater results for me.”

—Joe Clark

“I highly recommend Ed and his first-class Elite Group to anyone who wants a top-notch education and a leg up in this industry.  This is one of THE BEST decisions I have ever made for my business.”
—Brad Pistole

“I consider my Ed Slott Master Elite status more meaningful and more valuable for my clients than all of my other professional designations combined.”
—Ed Kelly

“Any advisor serious about retirement planning should invest in their future and their clients’ futures by joining Ed Slott’s Elite IRA Advisor GroupSM.  The best of the best in IRA education and planning strategies, the best of the best financial advisors.”
—Craig Adamson

"The Ed Slott material is the best in the business. I am definitely a better advisor because I have learned and continue to learn from him and his team."
—Sam Keck

"Ed Slott's group IS the difference maker."
—Gary Reed

"Exceptionally focused and talented presenters, unconditionally superb updates and resources. Any financial planner ignoring Ed Slott and Company is already out of business and just doesn't know it."
—Alan Kifer

Click each question for corresponding answer.

1. I HAVE SEEN ADVISORS MARKET THEMSELVES AS MEMBERS OF ED SLOTT'S ELITE IRA ADVISOR GROUP℠. WHAT IS THE DIFFERENCE BETWEEN THE TERMS "ELITE" AND "MASTER ELITE?"

A member of Ed Slott's Master Elite IRA Advisor Group℠ has been a member for two consecutive years or longer.

These members have completed training on all of our modules - thorough, diagnostic checklists created specifically for members of Ed Slott's Elite IRA Advisor Group℠. Our modules lay a strong foundation for delving into this expert information and mastering retirement distribution planning. Members of Ed Slott's Master Elite IRA Advisor Group℠ also may use this respective logo and title within their marketing and branding.

Benefits and pricing are the same for Master and Elite members.

2. HOW DOES ED SLOTT AND COMPANY, LLC MAINTAIN QUALITY CONTROL WITHIN THEIR GROUP OF ADVISORS? WHAT ARE THE REQUIREMENTS OF BEING A PART OF THIS PRESTIGIOUS GROUP?

Members must successfully pass our bi-annual exams based on material covered during our workshops and webcasts. Our members are required to attend at least 1 of the 2 workshops per year. We encourage attendance at both - they are included in membership fees and allow you to get the most information and networking benefits from membership!

If a workshop or webcast is missed, the materials are posted in the Elite section of this website so that our advisors do not miss a beat.

3. HOW MANY "LEADS" CAN MEMBERS OF ED SLOTT'S ELITE IRA ADVISOR GROUP℠ EXPECT TO GENERATE BY BEING LISTED ON THE "FIND AN ADVISOR SEARCH?"

Ed Slott's Elite IRA Advisor Group℠ is a study-based group. Our mission is to match consumers with educated, competent financial advisors, and part of fulfilling that mission is to supply consumers who visit the Find an Advisor section with contact information for advisors who train with Ed on a continuous basis.

This being said, referrals from our website vary greatly from advisor to advisor. Some have received many, and some have received none. We stress that when making the decision to become an Elite advisor, to realize it is first, foremost and finally a commitment and investment in education and an aid to clients, rather than a lead-generating group.

4. I'VE COMPLETED ED SLOTT AND COMPANY'S 2-DAY IRA WORKSHOP AND/OR ESEMINAR SERIES. HOW IS ED SLOTT'S ELITE IRA ADVISOR GROUP℠ DIFFERENT?

Ed Slott and Company's 2-Day and eSeminar series are both stand-alone programs, meant to provide a strong basis across all aspects of retirement distribution planning.

Ed Slott's Elite IRA Advisor Group℠ builds on that foundation, probing further into complicated tax laws and case studies through webcasts, email updates and workshops, as well as providing resources such as Ed Slott's IRA Advisor newsletter, charts, articles white papers and custom-designed modules. The group strives to assist members in positioning themselves as Ed Slott-trained advisors, through specific and customizable products, connections with media sources, and business-building techniques as well as networking time with the nation's top advisors.

Ed Slott and Company's 2-Day and eSeminar series are classified as Intermediate Level, whereas Ed Slott's Elite IRA Advisor Group℠ workshops are Expert Level.

5. WHAT IS THE FIRST STEP IN JOINING ED SLOTT'S ELITE IRA ADVISOR GROUP℠?

The first step is completing a 2-Day IRA Workshop or all 7 sessions of our eSeminar series. Then you must fill out a Membership Agreement and go through a satisfactory background check. Please contact Ilana Slott at (516) 536-8282 or at elite@irahelp.com for more information on upcoming groups and to complete this agreement.

6. WHAT IS THE RETENTION RATE WITHIN THIS GROUP?

We have a retention rate of about 90%.

7. WHO MAKES UP ED SLOTT'S ELITE IRA ADVISOR GROUP℠? HOW DO I TELL IF THE GROUP IS FOR ME? WHO IS A TYPICAL MEMBER?

Our group encompasses a range of financial advisors, CPAs, EAs, estate planning attorneys and insurance agents. Many of our members are independent, representing well over 25 different broker dealers. 80% of our members are an RIA, 30% have their own RIA. Joining this group allows for networking with high-caliber advisors, who have an average of 20+ years in the business, average over $50,000,000 in assets under management and have an average GDC of over $500,000.

8. HOW DOES ED SLOTT AND COMPANY HELP THEIR MEMBERS POSITION THEMSELVES AS EXPERTS IN THE FIELD?

Ed Slott and Company strives to assist members in positioning themselves as Ed Slott-trained advisors, through our specific resources and customizable products, connections with media sources, and business-building techniques as well as idea-sharing and networking time built into workshops. We have resources to connect with Ed's public television specials, and whenever there is a major change to the tax law or IRS code, we supply our members with easy-to-share explanations via video, email, handouts, charts and/or social media so they can position themselves as experts within their network of centers of influence, clients and prospects. For a more detailed conversation, call Ilana Slott, Member Relations Manager at (215) 557-7022.

 

Find members of Ed Slott's Elite IRA Advisor GroupSM in your area.
We neither keep nor share your information entered on this form.
 

I agree to the terms and services:

You may review the terms and conditions here.