New Book for Advisors
Get the Proven Framework to Install a Virtual Family Office
Stop Competing on Products & Price
Get your FREE copy of The Science of Running a Virtual Family Office today and learn how to:
- Add advanced planning revenue
- Give your best clients billionaire-level family office services
- Use a step-by-step model already working for Advisors and Accountants across the country
What’s Inside?
-
The VFO model that gets Advisors to new revenue fast
-
How to uncover the advanced planning opportunities already sitting in your book of business
-
How to introduce your clients to specialists who can attend your meetings and help you close
- How to give clients billionaire-level family office services
This Book is for you if…
- You're tired of competing on products and price with nothing that sets you apart
- You know you need to change, but you're not sure how
- You want to move from a narrow advisory lane to holistic, comprehensive advice
- You're open to a model where specialists do the heavy lifting alongside you
This book shows you how Advisors across the country are running a Virtual Family Office, with a specialist team by their side.
The Science of Running a Virtual Family Office shows Advisors exactly how to move from selling products
to leading a Virtual Family Office.
This book is about doing higher-value work with less effort.
Download NowAbout the Authors
Anton Anderson
CEO of Elite Resource Team
Anton J. Anderson is the co-founder of Elite Resource Team. Since 2012 Anton has helped advisors offer more proactive, holistic planning, training over 1,200 advisors to form accountant partnerships and run a Virtual Family Office. He is the co-author of The Art of Collaboration and The Art of Proactivity.
Paul Latham
Executive Partner at Elite Resource Team
Paul Latham is a qualified Chartered Accountant who built Lathams in the UK into a forward-looking firm before selling it in 2001. Paul moved to the USA in 2011 and co-founded Elite Resource Team, helping advisors and accountants leverage the power of a Virtual Family Office.
Download Your Free Copy Today!
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