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Advisors watch advanced planning opportunities walk out the door

The VFO Fast Track for Advisors is a done-with-you program that lets you keep the client relationship, deliver comprehensive planning, and earn new revenue beyond your AUM and insurance business, without hiring staff or learning new specialties yourself.

Your best clients need tax, legal, risk, business advisory & wealth management. You can't deliver all of them on your own. Become a VFO Certified Professional and expand your services with Elite Resource Team’s Virtual Family Office!

LP for Advisors

Building your book the old way costs too much and closes too little

The Partnership Fast Track is a done-with-you program that helps you secure your first signed Accountant partnership within 90 days. We don't just provide the training. Our team attends every prospective Accountant meeting with you, leads the conversation, and helps you close. You keep 100% of all AUM, financial planning, and insurance revenue from the client introductions that follow.

Cold prospecting means high marketing costs and low closing rates. A single Accountant partnership becomes a long-term source of warm, qualified introductions!

What Others Are Saying

“My revenue, on average, has been about double what it usually is but the most important thing for me is that I'm able to deliver what I really want to deliver for my clients and partners."

Sterling Hirsch, Financial Advisor

“We had 4 clients that went through advanced tax strategies, and that added $80,000 of additional revenue to my business last year.”

Monika Hengesbach, CPA

“I see VFO Fast Track as comprehensive financial planning on steroids. You've got a team of specialists you can plug into to resolve issues identified with the client. ERT does the heavy lifting.”

Enyi Kanu, Financial Advisor

What You Get from Elite Resource Team

Both programs are done-with-you. You keep the client relationship and the brand. Our team does the technical work, attends the meetings, and leads the presentations. What differs is where the growth comes from: your existing book, or new Accountant partnerships. Many Advisors enroll in both programs!

Apply Now

VFO Fast Track

Grow revenue from the clients
you already have

Spots are Limited

A dedicated Proactive Facilitator.
Attends your client meetings as part of your team and leads the majority of the Virtual Family Office presentation, including the technical questions you would otherwise have to answer yourself.

Help with the hard part of the conversation.
Our team helps you handle objections, present the fees and collect them.
You are never carrying the close alone.

Revenue share on specialist work.
You earn on new VFO specialist engagements, on top of the traditional AUM and insurance business you already keep.

Partnership Fast Track

Grow your book through
Accountant partnerships

Spots are Limited

Our team leads your Accountant meetings.
We attend every prospective Accountant meeting with you and lead the conversation through our proprietary 3-meeting process, built to move at the Accountant's pace.

Warm introductions instead of cold prospecting.
Once a partnership launches, the Accountant introduces you to their best clients: business owners and affluent individuals.

Your keep 100% of the core revenue.
All AUM, financial planning, and insurance revenue from partnership introductions stays with you.

In both programs you get:

A team that shows up to support you.

We do not hand you a course and wish you luck. Our team attends the meetings with you and leads the majority of the conversation.

Scripts that tell you exactly what to say.

Proprietary templates for outreach, meeting setup, and every stage of the process.

Condensed training built for a working practice.

A few hours of core training instead of the traditional do-it-yourself path, then roughly two hours per week.

Not sure which fits your practice first?

Most Advisors with an established book start with VFO Fast Track because it produces revenue from existing clients while partnerships take longer to build. However, if you are light on clients and need introductions, Partnership Fast Track is the entry point. Either application gets you a call where we sort it out with you. If you’re unsure which option is right for you, feel free to schedule a call using the link at the bottom of the page. You can also apply now, and we’ll provide guidance based on the information we recieve.

All Specialists Transparent

Spots are Limited

Every Advisor in each of our programs is assigned a dedicated Proactive Facilitator who leads their meetings. That is why we can only onboard a limited number of Advisors per quarter.

Imagine who you can become if you have an Accountant partner feeding you new clients…and 75+ specialists to expand your services with!

See if You Qualify

Apply Now

Today

You manage a portfolio, meet with clients, sell products…and refer out everything else
Specialists work around you, with their own brand and their own relationship
Revenue is tied to assets or insurance
Every new client need means potentially learning a new specialty
You attract clients who need one service
You’re the Advisor a client keeps for only one thing

You As a VFO Certified Professional

You coordinate the entire financial picture and stay at the center of it
Specialists work inside your practice, under your brand, as part of your team
Revenue includes planning work you share in without delivering it yourself
Every new client need means introducing someone in your Virtual Family Office
You attract clients whose wealth demands a full planning team, high net worth families and successful business owners
You’re the Advisor a client cannot replace