Elite Advisor Group

The Elite Advisor Group is comprised of Edgewood Financial Network’s most successful Financial Professionals. These professionals take part in shaping the future of Edgewood Financial Network.

Statement of Purpose 

To strengthen alliances with our Elite Advisors developing a hierarchy of external management with regard to systems, procedures and business continuity.

To provide an environment of education for our Elite Advisors to share among one another utilizing each other’s strengths and brilliance.

To utilize our top advisors intellectual capital and experience to assist Edgewood Financial Network in recruiting and developing the next tier of potential Elite Advisors.

To solidify our Elite Advisors relationships with one another to develop camaraderie and a desire to obtain or maintain said status based on income and educational requirements.

To create, mentor and develop a pool of potential speakers for conferences, newsletters, conference calls, TFA Exchange and Annual Leaders Conference.

To discuss important issues, such as business continuity and succession planning.


Joining the Elite Advisors

To keep Elite Advisor Group fresh and full of new ideas, we initiate new members into the group each year. All potential Elite Advisor Candidates must be nominated by either an Elite Advisor or Edgewood Financial Network Executive Board Member.

All Elite Advisor Group Members as of May, 2006 are founding members or have been grandfathered into the Elite Advisors Group.


Commitment

Elite Advisors make all reasonable efforts to attend all scheduled meetings. The Elite Advisors Group meet at once a year in person and at least twice by conference call each year.

Please call Thera Engle at Edgewood Financial Network (800-627-6722) if you would like more information on the Elite Advisor Group.