Join the private training community for high-growth Advisors & Accountants

Elite Resource Team provides EVERYTHING needed to build profitable & sustainable Proactive Planning Partnerships.

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At Elite, we help Financial Advisors and Accountants to:

 We help you in 3 ways (see Member Services or click on links below)

Monthly Events

Outsourced CFO Services – Why You Need Them
Wednesday, June 7, 2023 -
Happy Memorial Day!
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Meet Our Elite Teams

Elite Member Support Team

Supports Elite Members on a day to day basis to help you grow your business and help you grow personally.

Elite Assurance Team

An experienced team of insurance experts delivering an independent Producer Group experience to growth minded agents. 

Virtual Family Office

Top national experts in tax planning, legal services, risk mitigation, wealth management, and business advisory services.

Combining Proactive Planning and the Virtual Family Office Experience.

We recognize that our members and their best clients want proactive and holistic planning.

That is why at Elite Resource Team we coach our members to use a 21st century business model based around holistic and proactive advice, and supported by a Virtual Family Office of experts.

Team Based Model
Proactive Planning Team” combined with “Virtual Family Office Experience
Maximizing Member Potential Through Proactive & Holistic Planning
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