Helping Advisors and Accountants Leverage a Virtual Family Office

“They have the structure, they have the training, and they gave me the confidence to move forward. I will sell my compliance company and just do the business consulting I’m passionate about.”

Tricia McCullough, CPA, EA, CMA,

Accountant

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“I'm no longer competing with other advisors. I'm now working with clients of my CPA partners.”

Carson Grover

Financial Advisor

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“Once you provide that deep value for that one client, initially, and [focus on] doing it right and organically learning, that client has introduced me to other people and I've never asked for a referral.”

Paavan Kotini

Insurance Agent

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“I now work exclusively with clients of my CPA partners.”

Justin Mundt

Financial Advisor

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“I was attracted to my advisor's plan to tailor to client needs versus selling a product.”

Ron Elwood, CFO

CPA

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“Now I have more tools in my tool belt to work with actual business owners.”

Greg Keiper

Insurance Agent

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“I've had a 400% increase in revenue since last year.”

Michael Simms, MBA, CVB

Financial Advisor

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“It's extraordinary! This process let's me build a bona fide process in our Florida market.”

John Elias

Trusts & Estates Attorney

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“Elite provided me with strategic relationships to offer solutions to my clients in a more efficient way.”

Sterling Hirsch

Financial Advisor

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“I've completed a few cases and several more are in the works. The process definitely works!”

Jeff Golbois

CPA

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“Elite brings strategic processes that assist us in achieving our clients' ultimate objectives.”

Mark Wade

Financial Advisor

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“Working with Elite is the smartest business decision I've made in my career.”

Hal Cromwell, CLU, ChFC

Insurance Agent

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“I started working on advanced tax planning, something that I didn't have access to before.”

Chris Wallace

Financial Advisor

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“I finally offer true holistic and forward thinking planning to my CPA partners' clients.”

Jack Branch

Financial Advisor

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“I'm getting a positive response from clients I never thought I would approach.”

Jason Bright

Financial Advisor

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“I'm on a trajectory to adding fun to my business as well as adding value to my clients.”

Eric Runge

Financial Advisor

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“I’m delivering value & educating the client. Elite Resource Team has become a very powerful resource to me.”

Vincent Mongare

Financial Advisor

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“Elite's Virtual Family Office has helped me expand my practice tremendously.”

James Lavorgna, J.D., LL.M., TEP, CFP®

Financial Advisor

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“I've transitioned from being a one-trick pony to a hollistic financial planner.”

Ed Kollada

Financial Advisor

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“I can provide help to my clients on all levels thanks to a large team of specialists available to me.”

Stacey Andres

Financial Advisor

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“After I found Elite Resource Team I'm able to bring a lot value to the client & they appreciate it. I get a lot of referrals. My income tripled, maybe 4x this year.”

Gina Tang

Financial Advisor

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“By developing relationships with CPAs my marketing costs have dropped significantly.”

Jim Jones

Financial Advisor

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“It's been a complete game changer. I enjoy adding value by working with true specialists.”

Eric Partin

Financial Advisor

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“I'm now meeting 3-4 accountants weekly. Elite Resource Team helped me with the right approach.”

Joseph Lopresti

Financial Advisor

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“We have fully transitioned to a value based proposition now. There's no more time or form based fees & the focus now is mainly in the advisory space. ”

Brandon Thornton

Accountant

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“The traditional way is outdated. It's obsolete. Especially in the target market that we're looking to work in, affluent business owners and executives, are actually looking for and demanding, the service that we are now delivering.”

Kwesi Robotham

Financial Advisor

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“I have never been more excited about the future of my business. ”

Shuey Wynne

Financial Advisor

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“We can solve problems that we previously couldn't even speak intelligently about or we would have to ignore those problems. So it means that we can take on more higher net worth clients, with more complex problems.”

Charles West

Financial Advisor

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“ It's allowed me to kind of step into realizing that I'm very good at something, and that is actually connecting people and knowing what my lane is, but being able to take that pressure off.”

Lee Schwartz

Insurance Agent

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“I am most excited about not having to wonder where the next client is coming from and being able to spend more time doing advanced planning for our clients instead of doing a lot of sales and marketing and different things.”

Steven Cox

Financial Advisor

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“In the past it was painful when a client would email and say, we have some kind of a need that was outside of my tax realm. And so I'm excited to have a network where people can come and I can actually provide that help for them.”

Merrill Taylor

Certified Public Accountant

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“I no longer feel like I’m working in a silo, I have a whole team and network behind me. ”

Susan Marshall

Financial Advisor

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“Elite ... really opened my eyes as far as how much more I could do. I always knew that I could do more, but I just didn't have the resources to be able to really make a huge difference and impact on my client's lives. Now I'm able to bring strategies to really make a big impact.”

Lance Peters

Financial Advisor

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