Inc. 5000 Recipient Introduces Programs with 72% Close Rate and $11,232 Average Revenue Share Per Client
San Diego, CA – September 3, 2025 – Elite Resource Team (ERT), North America's largest Virtual Family Office provider and #43 in Financial Services on the 2025 Inc. 5000 list, today announced two Fast Track Programs that give financial advisors instant access to a team of specialists typically reserved for ultra-wealthy families.
"Ultra wealthy families have always had access to coordinated teams of specialists. Now any advisor can offer that same level of service," said Anton Anderson, CEO of Elite Resource Team. "We've built a team of 75+ vetted specialists that advisors can tap into immediately—our team even attends client meetings with advisors and does 95% of the presentation. This is what makes the Fast Track Programs unique: we don't just provide access to specialists, we actually do the work with you.”
Unlike traditional referral networks where advisors must coordinate with outside specialists, the Virtual Family Office Fast Track program provides a complete team that actually does the work. This done-for-you approach achieves a 72% close rate with clients with an average revenue share of $11,232 per client.
The second program, called Partnership Fast Track, helps advisors secure signed CPA partnership agreements within 90 days. With an 82% success rate (147 of 172 CPAs signed agreements), the goal of the program is to create systematic introductions of 1-2 new clients weekly from each CPA partner.
"Advisors are tired of the marketing hamster wheel – dinner seminars, radio shows, expensive lead generation programs," said Anderson. "Our Partnership Fast Track program eliminates the need for traditional marketing almost entirely. Once you establish a solid CPA partnership using our system, marketing becomes irrelevant."
The Fast Track programs are available immediately to qualified financial advisors and insurance agents doing at least $5k in revenue per month. For more information, visit elitert.com/fasttrack.
Note that Elite Resource Team is not an RIA, BD or IMO, and does not participate in the AUM, financial planning or insurance business.
About Elite Resource Team
Elite Resource Team provides Virtual Family Office solutions to 1,200+ financial advisors nationwide, enabling them to offer billionaire-level family office services to their clients. Visit elitert.com for more information.
